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.

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

$352MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$352M

Private client RAUM

$351MderivedItem 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

$44.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

7

Offices

3Schedule D 1.F, beyond the principal office

Accounts

958

Individual clients

237

High net worth clients

93

Custody, client assets

$86.3M

SEC number

801-122032

CRD

315329

Filings on the tape

26

First filed

Jul 7, 2021

Latest filed

Aug 26, 2026

Organised

Limited Liability Company, MN

Website

retireandthrive.net

• Occurred

  Jul 7, 2021
  First Form ADV filing

  Fortress Financial Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48fdeeae-7aa8-6636-393a-788bcb0b5aab

First observed

Jul 7, 2021

Last observed

Aug 26, 2026 24 days 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.