Fortiter Wealth Management, LLC

RIASEC RegisteredEst. 2014

Total AUM

$380M

Discretionary

$380M

100% of AUM

Avg account

$1.3M

Accounts

285

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 169577
Registered since: January 2, 2014
Website: fortiterwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI99.35%
Individuals0.33%
Charitable Organizations0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fortiter Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2014. The firm is owned by an individual and serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of third‑party advisers. Fortiter operates as a capital allocator and charges fees based on a percentage of assets under management. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.