Dalton McIlrath has been an investment adviser representative at Fortress Wealth Planning since March 2024, and is not listed among the firm’s executive officers or direct owners.
Fortress Wealth Planning, LLC is a Jacksonville Beach, FL firm with $794M under management, 161 clients and 6 advisers in one office, as of its August 2026 filing.
- Fortress Wealth PlanningCurrent– present · 2 yearsJacksonville Beach, FL · Adviser representative · Firm CRD 307618
Investment adviser representative registrations
Dalton McIlrath is registered as an investment adviser representative in Florida, since March 2024.
- FloridaSince 29 March 2024
Examinations
No examinations are on Dalton McIlrath’s record.
- Full name
- Dalton Richard McIlrath
- CRD
- 7863773
- Firm
- Fortress Wealth Planning · CRD 307618
- Office
- 1400 MARSH LANDING PKWY., SUITE 112, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Dalton McIlrath work?
Dalton McIlrath is an investment adviser representative registered through Fortress Wealth Planning, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dalton McIlrath a financial advisor?
Yes. Dalton McIlrath has a current investment-adviser registration in Florida, through Fortress Wealth Planning since March 2024.
How many years of experience does Dalton McIlrath have?
Dalton McIlrath has 2 years in the financial industry, since March 2024, across 1 adviser firm.
Where is Dalton McIlrath based?
Dalton McIlrath’s registered office is in Jacksonville Beach, FL.
Is Dalton McIlrath registered with FINRA?
No. Dalton McIlrath has no current broker registration.
How can I verify Dalton McIlrath’s record?
Search CRD 7863773 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dalton McIlrath’s full registration record.
