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Fortress Wealth Management
Fortress Wealth Management was founded in 1993 and operates from a single office on Culver Boulevard. Principals Bud Green and Tim Nanson lead the firm.
Fortress Wealth Management
Fortress Wealth Management was founded in 1993 and operates from a single office on Culver Boulevard. Principals Bud Green and Tim Nanson lead the firm. Green started as a securities analyst in 1985 and holds both CIMA and AIF designations. Nanson began his career on the floor of the Pacific Stock Exchange and later helped build the wealth management division at OneWest Bank. The firm does not disclose a founding family or a single wealth-creation event; its origin traces to an RIA structure serving local professionals and retirees. The firm runs discretionary and non-discretionary mandates across equity and fixed-income portfolios, structured inside individually managed accounts. Its planning work covers retirement income strategies, Roth conversion analysis, and estate coordination. Nanson and Green execute trading and portfolio construction themselves, drawing on Nanson's two decades as an equity trader and analyst. The firm reports serving individuals, high-net-worth households, pension plans, and other qualified plans. Its geographic base is Southern California, with clients concentrated in the Los Angeles metro area. Fortress does not publish an AUM figure or headcount total. The team page lists three named professionals, supplemented by administrative and support staff. The firm is a registered investment adviser with the SEC and lists Farther Finance Advisors as an affiliated entity on its website footer. No separate venture arm, philanthropic foundation, or family-office structure is disclosed. In 2017 the firm hired Dina Metry, formerly a vice president at OneWest Bank, as its client service manager — a hire that deepened the institutional-banking lineage running through the firm's leadership. Fortress operates at the intersection of a boutique RIA and a bank-heritage wealth practice. Its structural distinction is the retained trading and portfolio-management capability inside a fiduciary wrapper, rather than outsourcing to a third-party TAMP or relying solely on model portfolios. The firm's senior team makes allocation and security-selection decisions directly, a model closer to a small asset manager than to a typical planning-led RIA.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Culver City
Corporate office
9696 Culver Blvd., Suite 301, Culver City, CA 90232
Principals
Bud Green
Principal
Tim Nanson
Principal
Dina Metry
Client Service Manager
Frequently asked questions
Who makes investment decisions at Fortress Wealth Management?
Principals Bud Green and Tim Nanson share portfolio management and trading responsibilities. Green began his career as a securities analyst in 1985 and holds the Certified Investment Management Analyst designation. Nanson brings over 20 years of experience as an equity trader, analyst, and portfolio manager. The firm does not identify a separate investment committee.
Does Fortress manage discretionary portfolios or act primarily as a financial planner?
Fortress provides both discretionary and non-discretionary asset management services. Its offering integrates investment management with goals-based financial planning, including retirement income modeling, Roth conversion analysis, and estate planning assistance. The firm functions as a fiduciary under its SEC registration.
What is the firm's relationship with OneWest Bank?
Tim Nanson joined OneWest Bank in 2011 and helped develop the bank's wealth management division. Dina Metry served as a vice president at OneWest from 2005 to 2016 before joining Fortress in 2017. These individual career histories create an institutional lineage, but Fortress operates independently as a registered investment adviser and is not a subsidiary of OneWest or CIT Group.
Does Fortress Wealth Management disclose its regulatory assets under management?
No. The firm has not published an AUM figure on its website or in publicly available materials. Its SEC registration is accessible, but a current ADV filing with a specific AUM total is not cited in available sources.
Does the firm participate in private-market deals, venture investing, or alternative assets?
All publicly described capabilities center on listed equities and fixed-income portfolios managed inside individual accounts. The firm does not reference private equity, venture capital, hedge fund allocations, or direct real estate investing in its client-facing materials.
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