James
Amerman

Fortress Wealth Management, Inc

CRD#6151078
Investment Advisor
in Culver City, CA

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About this Advisor

James Amerman is a certified financial planner based out of Culver City, California, with 2 years of relevant experience. Amerman works at Fortress Wealth Management, Inc. Throughout their career, they have worked at Pure Financial Advisors, Inc, Lourdmurray, Westmount Asset Management, Adviceperiod and Fortress Wealth Management, Inc. Amerman has a Series 65 license, designating them as an investment advisor representative, and can work in California. Fortress Wealth Management, Inc is a registered investment business based in Culver City, CA. It manages $221 million in total assets among its 637 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 637 client accounts, 29% belong to high-net-worth investors who have greater than $1 million in assets. Fortress Wealth Management, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which service is offered. Fees charged by Fortress Wealth Management, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9696 Culver Blvd Suite 208
Culver City, CA 90232

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Fortress Wealth Management, Inc Brokerage Details

Total Assets Under Management

$221,148,046

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

637

CA Average: 3,727
Average Account Size

$347,171

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Amerman Work History

James has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fortress Wealth Management, Inc

2021 - 2021 (< 1 year)

Adviceperiod

2019 - 2021 (2 years)

Westmount Asset Management

2015 - 2018 (3 years)

Lourdmurray

2012 - 2015 (3 years)

Pure Financial Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Amerman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortress Wealth Management, Inc

James Amerman
Culver City, CA
Timothy Nanson
Culver City, CA
Andy Herrera
Culver City, CA
Arlie Green
Santa Monica, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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