Fortress Wealth Management, Inc.

Fortress Wealth Management, Inc. (CRD# 110279) is a financial advisory firm headquartered in Culver City, CA. They manage $243,379,615 in 659 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
9696 Culver Blvd Suite 301, Culver City, CA 90232
https://www.fortress-wealth.com
By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    659
    ACCOUNTS
  • Average Account Value
    $369,317
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MN, TX

Financial Advisors at Fortress Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Arlie Green, financial advisor Santa Monica CA
Arlie W. Green
CRD#: 1433044
1223 Wilshire Blvd. #405, Santa Monica, CA 90403

Arlie Green (CRD# 1433044) is an Investment Advisor Representative working at Fortress Wealth Management, Inc. in Santa Monica, CA and has over 20 years of experience in the finance industry.

2
Timothy Nanson, financial advisor Culver City CA
Timothy J. Nanson
CRD#: 2549456
9696 Culver Blvd Suite 301, Culver City, CA 90232

Timothy Nanson (CRD# 2549456) is an Investment Advisor Representative working at Fortress Wealth Management, Inc. in Culver City, CA and has over 28 years of experience in the finance industry.

3
Andy Herrera, financial advisor Culver City CA
Andy L. Herrera
CRD#: 6519643
9696 Culver Blvd Suite 301, Culver City, CA 90232

Andy Herrera (CRD# 6519643) is an Investment Advisor Representative working at Fortress Wealth Management, Inc. in Culver City, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals