Fortiter Wealth Management, LLC

RIASEC Registered

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 structured as an LLC with individual ownership and serves primarily individual and family clients on a percentage-of-AUM fee basis. Fortiter describes itself as a capital allocator and provides financial planning alongside discretionary portfolio management for individuals, small businesses and institutions, and also performs selection of third‑party advisers. The firm does not identify as an active ESG investor. Its advisory scope centers on ongoing portfolio management and financial planning rather than pension consulting or multi‑state advisory practice expansion.