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Fortress Wealth Planning

Fortress Wealth Planning. CRD 307618

Fortress Wealth Planning logo

CRD: 307618

Fortress Wealth Planning

Ponte Vedra Beach, FL, 32082
9043014545
fortresswealthplanning.com
$793.9M Total AUM
$784.4M Disc. AUM
-- 3Y CAGR
6 Employees
163 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Newport Trust · Wells Fargo
Clients
Retail
Platforms
Frontier horizonMatrix
Established Date
02-18-2021
Office Locations
1

Office Locations

814 Highway A1A N, STE 202 Ponte Vedra Beach FL

About Fortress Wealth Planning

Fortress Wealth Planning is a Ponte Vedra Beach, FL-based fiduciary, fee-only RIA providing ongoing wealth and financial planning plus discretionary portfolio management for individuals and families, including business owners and entrepreneurs. The team-led model (CFA, CTFA, AEP) coordinates closely with clients’ CPAs and attorneys during major life transitions, and builds diversified allocations using ETFs and mutual funds, with Fidelity/NFS among its custodians.

Team overview

56 AVG AGE
$158.8M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
4.4 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Atlas Optima

Client Personas

Vector foundation Pathway

Custodian

Capital catalyst Zenith Ember Capital Radial capital Catalyst Ridge Focus wave Timber

Investment Themes

Unison meridian Glacier horizon Ridge Capital Matrix harbor

Investment Vehicles

Eagle

Platform

Focus summit Insight vertex Legacy

Services

Element vital Ember Ember Vertex Peak Capital vertex Prime Oak delta Harbor Ember timber

Technology

Ember Element

Owner & Executives

EILEEN ORTEGA

EILEEN ORTEGA

PARTNER, Wealth Advisor

CRD
#2388971
Ownership
25% but less than 50%
(377) 410-8450
vector.ember@capitalcapital.com
in linkedin.com/in/bridge-element
MICHAEL GERARD SKOWFOE

MICHAEL GERARD SKOWFOE

Partner

CRD
#3115056
Ownership
25% but less than 50%
(768) 742-7364
meridian.radial@ridgecapital.com
in linkedin.com/in/vector-ridge
R

Ridge delta

Radial legacy

CRD
#46358
Ownership
17.4%
(855) 819-7532
pathway.focus@glaciercapital.com
in linkedin.com/in/crest-ember

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Contacts

J

JOSHUA ANWAR ALI

Analyst

CRD
#6426503
(961) 333-9448
frontier.alpha@northcapital.com
in linkedin.com/in/meridian-harbor
Dalton Richard McIlrath

Dalton Richard McIlrath

Financial Planner

CRD
#7863773
(729) 206-2691
radial.optima@embercapital.com
in linkedin.com/in/eagle-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-20-2022
10-17-2023
03-18-2024
12-19-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $784,413,907 $1,151,856
Non-Discretionary $9,471,820 $295,994
Total $793,885,727 $1,113,444

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Separately Managed Accounts

Total SMA Asset: $793,885,727

$793.9M Total SMA
Public Funds:
16.6%
Equity - Exchange:
4.1%
Cash:
13.4%
Municipal Bonds:
5.9%
Private Funds:
18.9%
Equity - OTC:
17.9%
U.S. Government/Agency:
23.2%
Asset class Assets Assets %
Public Funds $668,838,543 16.6%
Equity - Exchange $165,195,062 4.1%
Cash $539,905,811 13.4%
Municipal Bonds $237,719,723 5.9%
Private Funds $761,508,943 18.9%
Equity - OTC $721,217,465 17.9%
U.S. Government/Agency $934,762,300 23.2%
Total $4,029,147,847 100.0%

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