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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING, LLC, CRD 307618

JACKSONVILLE BEACH, FL

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:ee3d8397-4e26-aa43-6d67-2a3d088806b9

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 0
Observed: Jan 18, 2021 to Aug 11, 2026
11 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: $794MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $784M
Private client RAUM: $794MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 713
Individual clients: 81
High net worth clients: 80
SEC number: 801-120349
CRD: 307618
Filings on the tape: 11
First filed: Jan 18, 2021
Latest filed: Aug 11, 2026
Organised: Limited Liability Company, FL
Website: fortresswealthplanning.com

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
Jay Duncan Rolfe	n/a	JACKSONVILLE BEACH, FL	5	28	1	no
MICHAEL GERARD SKOWFOE	n/a	JACKSONVILLE BEACH, FL	5	27	2	no
JOSHUA ANWAR ALI	Certified Financial Planner\|Chartered Financial Analyst	JACKSONVILLE BEACH, FL	5	10	1	no
EILEEN ORTEGA	n/a	JACKSONVILLE BEACH, FL	5	19	1	no
Dalton Richard McIlrath	Certified Financial Planner	JACKSONVILLE BEACH, FL	2	10	n/a	no
Oisin Thompson	n/a	JACKSONVILLE BEACH, FL	0	10	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
ORTEGA, EILEEN, ELIZABETH	Partner	C	yes	01/2017	Jan 18, 2021	Mar 18, 2024
Rolfe, Jay, Duncan	PARTNER AND CCO	B	yes	01/2017	Jan 18, 2021	Mar 18, 2024
SKOWFOE, MICHAEL, GERARD	Partner	C	yes	01/2017	Jan 18, 2021	Mar 18, 2024
WILLIAMS, JIM, MARTYN	Partner	C	yes	01/2017	Jan 18, 2021	Mar 18, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 12, 2026	$794M	$784M	6	5	n/a	n/a
2024	Mar 26, 2025	$616M	$605M	6	6	n/a	n/a
2023	Mar 18, 2024	$410M	$403M	7	7	n/a	n/a
2022	Mar 31, 2023	$340M	$335M	5	5	n/a	n/a
2021	Mar 20, 2022	$285M	$280M	5	5	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	1	-1	16.7%	0	0	0	1	2

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	$794M	$616M	28.9%	$340M	32.7%	7	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	5	Jun 30, 2021	Aug 19, 2021	PONTE VEDRA BEACH, FL	Team lift out	Ibd to RIA	1.1%

Relationships

Registered with (8)

← Oisin ThompsonAdvisorregistration: current employment
Aug 7, 2026 to presentfactForm ADV
← Dalton Richard McIlrathAdvisorregistration: current employment
Mar 29, 2024 to presentfactForm ADV
← EILEEN ORTEGAAdvisorregistration: current employment
Aug 19, 2021 to presentfactForm ADV
← MICHAEL GERARD SKOWFOEAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← JOSHUA ANWAR ALIAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← Jay Duncan RolfeAdvisorregistration: current employment
Jun 8, 2021 to presentfactForm ADV
← Gregory Louis ChapasAdvisorregistration: previous registration
Oct 18, 2023 to Dec 19, 2025factForm ADV
← JIM MARTYN WILLIAMSAdvisorregistration: previous registration
Aug 19, 2021 to Oct 11, 2024factForm ADV

Controls (4)

← WILLIAMS, JIM, MARTYNOwnerPARTNER, ownership code C, individual
Jan 18, 2021 to Mar 18, 2024factForm ADV
← ORTEGA, EILEEN, ELIZABETHOwnerPARTNER, ownership code C, individual
Jan 18, 2021 to Mar 18, 2024factForm ADV
← SKOWFOE, MICHAEL, GERARDOwnerPARTNER, ownership code C, individual
Jan 18, 2021 to Mar 18, 2024factForm ADV
← Rolfe, Jay, DuncanOwnerPARTNER AND CCO, ownership code B, individual
Jan 18, 2021 to Mar 18, 2024factForm ADV

Moved with (1)

← HIGHTOWER ADVISORS, LLCRegistered adviser5 advisors, team lift out, same day
Jun 30, 2021 to Aug 19, 2021factForm ADV

Dated events

Occurred
Mar 12, 2026
Regulatory AUM changed
Fortress Wealth Planning reported RAUM $793.9M, up 29% from $615.7M (2025-12-19 to 2026-03-12)
Form ADVobserved 4 days ago
$178M
Occurred
Dec 19, 2025
Advisor changed firm
Gregory Louis Chapas left Fortress Wealth Planning for Truewater Wealth (registered 2026-01-16)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2025
Regulatory AUM changed
Fortress Wealth Planning reported RAUM $615.7M, up 50% from $409.8M (2024-03-18 to 2025-03-26)
Form ADVobserved 4 days ago
$206M
Occurred
Oct 11, 2024
Advisor changed firm
Jim Martyn Williams left Fortress Wealth Planning for Eversource Wealth Advisors, Llc (registered 2024-10-07)
Form ADVobserved 4 days ago
Occurred
Jan 18, 2021
First Form ADV filing
Fortress Wealth Planning filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee3d8397-4e26-aa43-6d67-2a3d088806b9
First observed: Jan 18, 2021
Last observed: Aug 11, 2026 39 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.

FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING, LLC, CRD 307618

JACKSONVILLE BEACH, FL

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:ee3d8397-4e26-aa43-6d67-2a3d088806b9

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jay Duncan Rolfe

n/a

JACKSONVILLE BEACH, FL

MICHAEL GERARD SKOWFOE

n/a

JACKSONVILLE BEACH, FL

JOSHUA ANWAR ALI

Certified Financial Planner|Chartered Financial Analyst

JACKSONVILLE BEACH, FL

EILEEN ORTEGA

n/a

JACKSONVILLE BEACH, FL

Dalton Richard McIlrath

Certified Financial Planner

JACKSONVILLE BEACH, FL

n/a

Oisin Thompson

n/a

JACKSONVILLE BEACH, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ORTEGA, EILEEN, ELIZABETH

Partner

yes

01/2017

Jan 18, 2021

Mar 18, 2024

Rolfe, Jay, Duncan

PARTNER AND CCO

yes

01/2017

Jan 18, 2021

Mar 18, 2024

SKOWFOE, MICHAEL, GERARD

Partner

yes

01/2017

Jan 18, 2021

Mar 18, 2024

WILLIAMS, JIM, MARTYN

Partner

yes

01/2017

Jan 18, 2021

Mar 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$794M

$784M

n/a

2024

Mar 26, 2025

$616M

$605M

n/a

2023

Mar 18, 2024

$410M

$403M

n/a

2022

Mar 31, 2023

$340M

$335M

n/a

2021

Mar 20, 2022

$285M

$280M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$794M

$616M

28.9%

$340M

32.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Jun 30, 2021

Aug 19, 2021

PONTE VEDRA BEACH, FL

Team lift out

Ibd to RIA

1.1%