Fortis Wealth Management

Overview

Fortis Wealth Management is an independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Fortis does not operate as a capital allocator or run proprietary investment funds, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives