FORTITER WEALTH MANAGEMENT, LLC
Adviser information for FORTITER WEALTH MANAGEMENT, LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 228 | $326.6M |
| Non-Discretionary | 0 | $0 |
| Total | 228 | $326.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $316,876 |
| HNW Individuals | 21 | $325.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-78931 |
|---|---|
| SEC ERA File Number | 801-78931 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169577 |
| Legal Entity Identifier | None |
Principal Office
1980 POST OAK BLVD.SUITE 2100
HOUSTON
TX
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: (832) 941-1234, Fax: None
Chief Compliance Officer
L. VINCENT ELLIOTT
FOUNDER, MANAGING MEMBER
1980 POST OAK BLVD.
SUITE 2100
HOUSTON
TX
United States
Tel:
(832) 941-1234
V****@*****************M
(Full email address available in API data)
Regulatory Contact
CAREY COONEY
DIRECTOR OF CLIENT SERVICES
1980 POST OAK BLVD.
SUITE 2100
HOUSTON
TX
United States
Tel:
832-941-0866
C****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ELLIOTT, LYNN, VINCENT | Individual | – | CCO / MANAGING MEMBER | 08/2014 | > 75% |