Fortezza Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortezza Wealth Advisors, LLC is a newly registered investment adviser that provides discretionary portfolio management together with financial planning and consultative services for individuals, high‑net‑worth individuals, and charitable organizations. The firm advises on equities, certificates of deposit, mutual funds, money market funds and ETFs, and includes financial planning at no additional charge for portfolio management clients.
Fortezza typically manages accounts on a discretionary basis and may recommend or hire third‑party money managers, monitoring their performance and reallocating assets if a manager’s style or performance deviates from stated objectives, although the firm currently has no arrangements with other advisers. Its investment methods include charting, technical and fundamental analysis and modern portfolio theory; the firm directs brokerage to specific custodians (AssetMark and Altruist) and uses custodian cash sweep options for cash management.
The brochure discloses material events involving a management person, including a 2025 settlement related to investments in limited‑liability companies, a prior broker‑dealer termination for related conduct, and a pending client complaint alleging loss on a 2023 investment, which prospective clients may wish to review. The firm does not act as a private‑fund adviser, and its advisory personnel are licensed insurance agents who may receive separate commission compensation for insurance sales, a potential conflict of interest distinct from advisory fees.
Client services
Fee options
Up to 1.35% annually (negotiable based on individual client circumstances)
Commission-based compensation is earned by persons affiliated with the firm who are licensed insurance agents when selling insurance products, separate and in addition to advisory fees.
Main office
2 W. Main St.
Fincastle VA 24090
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")