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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FORTRESS FINANCIAL SOLUTIONS, LLC

CRD 143969

TUCSON, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d0f1d13-68cc-c96a-94f7-20810a5713d5

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 2
On other graphs: 0
Observed: Nov 1, 2024 to Apr 8, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $142MItem 5.F on the latest filing (2026-04-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $142M
Private client RAUM: $142MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $17.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 723
Individual clients: 219
High net worth clients: 59
Custody, client assets: $13.6M
SEC number: 801-131567
CIK: 2039501
CRD: 143969
Filings on the tape: 12
First filed: Nov 1, 2024
Latest filed: Apr 8, 2026
Organised: Limited Liability Company, AZ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Marie Celeste Gooch	Certified Financial Planner	TUCSON, AZ \| Tucson, AZ	3	11	3	no
JUSTIN THOMAS PIERCE	n/a	TUCSON, AZ \| Charlotte, NC	1	16	4	no
CHRISTY ANN KNOTZ	Certified Financial Planner	TUCSON, AZ	1	16	4	no
ADAM Jacob AMANTE	n/a	TUCSON, AZ	1	22	2	no
KENNETH GENE NESLER	Certified Financial Planner	Oro Valley, AZ \| TUCSON, AZ	1	33	5	no
James Michael Campbell	n/a	Tucson, AZ \| TUCSON, AZ	1	14	1	no
Joshua D. Scott	n/a	Millsap, TX \| TUCSON, AZ	0	12	n/a	no
Jacob C. Anderson	n/a	TUCSON, AZ \| Tucson, AZ	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMANTE, ADAM	MEMBER - CCO	E	yes	11/2007	Nov 1, 2024	Dec 9, 2024
AMANTE, KRISTEN	50% OWNER	C	yes	01/2010	Nov 1, 2024	Dec 9, 2024
NESLER, KENNETH, GENE	EXECUTIVE OFFICER	Na	no	06/2016	Nov 1, 2024	Dec 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARGO FINANCIAL, LLC	n/a	State registered	$0	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 8, 2026	$142M	$142M	10	8	0	n/a	n/a
2024	Feb 27, 2025	$121M	$121M	6	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$142M	$121M	17.6%	n/a	n/a	10	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BECKETT COLLECTIVE	2	Apr 8, 2020	Mar 5, 2020	TUCSON, AZ	Team lift out	RIA to state RIA	40.0%

Relationships

Registered with (11)

← Jacob C. AndersonAdvisorregistration: current employment
Jun 11, 2026 to presentfactForm ADV
← Joshua D. ScottAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← James Michael CampbellAdvisorregistration: previous registration
Sep 24, 2020 to Dec 31, 2024factForm ADV
← KENNETH GENE NESLERAdvisorregistration: previous registration
Apr 15, 2016 to Jan 2, 2025factForm ADV
← Marie Celeste GoochAdvisorregistration: previous registration
Jan 10, 2024 to Dec 31, 2024factForm ADV
← ADAM Jacob AMANTEAdvisorregistration: previous registration
Oct 25, 2007 to Jan 2, 2025factForm ADV
← CHRISTY ANN KNOTZAdvisorregistration: current employment
Feb 24, 2025 to presentfactForm ADV
← JUSTIN THOMAS PIERCEAdvisorregistration: previous registration
Aug 1, 2019 to Dec 31, 2024factForm ADV
← THERESA MORRISONAdvisorregistration: previous registration
Jul 25, 2016 to Apr 8, 2020factForm ADV
← Nicholas Daniel Pietro GelsoAdvisorregistration: previous registration
Jul 29, 2019 to Apr 8, 2020factForm ADV
← JASON MATTHEW LAZAROWAdvisorregistration: previous registration
Jan 6, 2016 to Jan 27, 2017factForm ADV

Affiliated with (1)

→ MARGO FINANCIALRegistered adviserother investment adviser, control
factForm ADV

Controls (2)

← AMANTE, ADAMOwnerMEMBER - CCO, ownership code E, individual
Nov 1, 2024 to Dec 9, 2024factForm ADV
← AMANTE, KRISTENOwner50% OWNER, ownership code C, individual
Nov 1, 2024 to Dec 9, 2024factForm ADV

Owns (1)

← NESLER, KENNETH, GENEOwnerEXECUTIVE OFFICER, ownership code NA, individual
Nov 1, 2024 to Dec 9, 2024factForm ADV

Moved with (1)

→ BECKETT COLLECTIVERegistered adviser2 advisors, team lift out, same day
Apr 8, 2020 to Mar 5, 2020factForm ADV

Dated events

Occurred
Jan 2, 2025
Advisor changed firm
Adam Jacob Amante left Fortress Financial Solutions, Llc for Redhawk Wealth Advisors, Inc. (registered 2008-05-27)
Form ADVobserved 6 days ago
Occurred
Nov 1, 2024
First Form ADV filing
Fortress Financial Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d0f1d13-68cc-c96a-94f7-20810a5713d5
First observed: Nov 1, 2024
Last observed: Apr 8, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORTRESS FINANCIAL SOLUTIONS, LLC

CRD 143969

TUCSON, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d0f1d13-68cc-c96a-94f7-20810a5713d5

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Marie Celeste Gooch

Certified Financial Planner

TUCSON, AZ | Tucson, AZ

JUSTIN THOMAS PIERCE

n/a

TUCSON, AZ | Charlotte, NC

CHRISTY ANN KNOTZ

Certified Financial Planner

TUCSON, AZ

ADAM Jacob AMANTE

n/a

TUCSON, AZ

KENNETH GENE NESLER

Certified Financial Planner

Oro Valley, AZ | TUCSON, AZ

James Michael Campbell

n/a

Tucson, AZ | TUCSON, AZ

Joshua D. Scott

n/a

Millsap, TX | TUCSON, AZ

n/a

Jacob C. Anderson

n/a

TUCSON, AZ | Tucson, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMANTE, ADAM

MEMBER - CCO

yes

11/2007

Nov 1, 2024

Dec 9, 2024

AMANTE, KRISTEN

50% OWNER

yes

01/2010

Nov 1, 2024

Dec 9, 2024

NESLER, KENNETH, GENE

EXECUTIVE OFFICER

06/2016

Nov 1, 2024

Dec 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARGO FINANCIAL, LLC

n/a

State registered

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 8, 2026

$142M

n/a

2024

Feb 27, 2025

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$142M

$121M

17.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BECKETT COLLECTIVE

Apr 8, 2020

Mar 5, 2020

TUCSON, AZ

Team lift out

RIA to state RIA

40.0%