Unclaimed Profile

Arlie Wilson Green

FORTRESS WEALTH MANAGEMENT, INC.·CULVER CITY, California

Series 7, Series 65, Series 6622 years registeredFORTRESS WEALTH MANAGEMENT, INC.

9696 CULVER BLVD SUITE 301, CULVER CITY, CA 90232CRD# 1433044Firm CRD# 110279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arlie Wilson Green · CULVER CITY, CA

Registration

CRD #1433044 · FORTRESS WEALTH MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

FARTHER

Nov 2025 – present

SAGEVIEW ADVISORY GROUP, LLC

Dec 2021 – present

MJM401K, LLC

Jan 2018 – Dec 2021

Culver City, CA

FORTRESS WEALTH MANAGEMENT, INC.

Apr 2012 – Mar 2026

CULVER CITY, CA

FINANCIAL WEST INVESTMENT GROUP, INC.

Sep 2003 – Jul 2004

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · September 17, 2003

Years registered · 22

Disclosure History

1995Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FORTRESS WEALTH MANAGEMENT, INC.

CRD 110279 · SEC 801-113280

AUM

$243M

Regulatory assets under management

Employees

659 client accounts

Services offered by FORTRESS WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORTRESS WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Arlie Wilson Green offer?

Arlie Wilson Green specializes in Financial Planning, Investment Management. Contact their office in CULVER CITY, California for a consultation.

What are Arlie Wilson Green's credentials?

Arlie Wilson Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arlie Wilson Green located?

Arlie Wilson Green is based in CULVER CITY, California, working with FORTRESS WEALTH MANAGEMENT, INC.. Their office serves clients in the CULVER CITY metropolitan area and surrounding communities.

How does Arlie Wilson Green charge for services?

Arlie Wilson Green's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTRESS WEALTH MANAGEMENT, INC.?

FORTRESS WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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