Fortis Wealth Management
Firm details
- Headquarters
- Blowing Rock, North Carolina
- CRD number
- 268808
- Website
- www.investfortis.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fortis Wealth Management is an independent limited liability RIA owned by an individual and focused on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee model includes a percentage-of-AUM component and also allows for hourly and fixed-fee arrangements. Fortis is registered to operate in multiple states (CA, FL, LA, NC, PA, VA, WA). The firm does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities25%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Blowing Rock, NC
Watauga
Location
Blowing Rock, NC
Headquartered in Blowing Rock, NC, in the South of the United States.
- Region
- South
- County
- Watauga
- Address
- 115 Edgewood Path
- Time zone
- ET (UTC-5)
- Office locations
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