Fortis Wealth Management, LLC
Firm details
- Headquarters
- American Fork, Utah
- CRD number
- 322409
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals79.83%
- HNWI20.08%
- Corporations / Businesses0.09%
- Charitable Organizations0.01%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fortis Wealth Management, LLC is a small, privately owned advisory firm structured as an LLC that serves both individual/family clients and institutional relationships. The firm provides fee-based advice charged as a percentage of assets under management and lists portfolio management for individuals and small businesses as a primary advisory activity; pension consulting work is also included in its service set. Fortis does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Funds100%
Contacts
1 of 1
John Thomas
Financial ProfessionalCRD 4241246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
American Fork, UT
Utah
Location
American Fork, UT
Headquartered in American Fork, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 12 W 100 N
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Cove Fort Capital, LLC
RIAAmerican Fork, UT
Gajardo Wealth Management LLC
RIALehi, UT
Maximus Wealth Advisors
RIASalt Lake City , UT
Cook Financial, LLC
RIAVernal, UT
Evergreen Capital Management, Inc.
RIASandy, UT
Casull Financial Advisory, LLC
RIASouth Jordan, UT