Cory Donald Churchill
Investment adviser representative at Fortress Wealth Group
11 yearsExperience
1 stateRegistered in
$439.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fortress Wealth Group, LLCJul 2021 to now
- Ae Wealth Management, LLCOct 2020 to Jul 2021
- The Lifewealth GroupOct 2020 to Jul 2021
- Diversity Fitness, LLCOct 2018 to Mar 2022
- Cwm, LLCJul 2018 to Oct 2018
- Ruggie Wealth ManagementJan 2017 to Oct 2018
- Rwm Asset Management, LLCApr 2015 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fortress Wealth Group
Legal name: Fwg Holdings, LLC
$439.1MAssets managed
384Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6664734
- Firm CRD
- 308968