Fortress Wealth Planning, LLC

Ponte Vedra Beach, FL

Florida

Registered In

01/17/2017

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Fortress Wealth Planning, LLC at 814 Aia N STE 202, Ponte Vedra Beach, FL 32082 lists Skowfoe Michael G and Ortega Eileen E of Ponte Vedra Beach, FL.

Registered In: Florida
Incorporation Date: 01/17/2017
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Foreign Limited Liability Co.
Status: Active
EIN: 81-4966963
Website: fortresswealthplanning.com
Email: ******@fortresswealthplanning.com
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Skowfoe Michael G Registered Agent	814 AIA N STE 202, PONTE VEDRA BEACH, FL 32082
Skowfoe Michael G Manager	814 AIA N STE 202, PONTE VEDRA BEACH, FL 32082
Ortega Eileen E Auth	814 AIA N STE 202, PONTE VEDRA BEACH, FL 32082
Rolfe Jay D Auth	814 AIA N STE 202, PONTE VEDRA BEACH, FL 32082
Williams Jim M Auth	814 AIA N STE 202, PONTE VEDRA BEACH, FL 32082

814 AIA N STE 202, PONTE VEDRA BEACH, FL 32082 View Map

Financial Information for Fortress Wealth Planning, LLC

Form 5500

FORTRESS WEALTH PLANNING, LLC

814 A1a North, STE 202, Ponte Vedra Beach, FL 32082 (904) 301-4545 EIN:81-4966963 Plan Admin:Jay Rolfe

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFORTRESS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$133,683 / $247,375	2022	FORTRESS WEALTH PLANNING 401(K) PLAN - Plan #001	6 / 6	$133,683 / $247,375
2021	Plan NameFORTRESS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $133,683	2021	FORTRESS WEALTH PLANNING 401(K) PLAN - Plan #001	5 / 5	$0 / $133,683

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

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