FORTITER WEALTH MANAGEMENT, LLC
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
FINTRXOverview
Fortiter Wealth Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2014. The firm is owner-operated and focuses on individual and family clients, charging fees as a percentage of assets under management. Fortiter acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds79%
- Exchange Traded Equities8%
- State & Local Bonds7%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 3JOSEPH FOLEY
Vice PresidentCRD 5417602
LYNN ELLIOTT
Founder & Managing DirectorCRD 4243505
WILLIAM BERGER
Managing DirectorCRD 2097711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1980 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
WEALTH BENEFIT ADVISORS, LLC
RIAHOUSTON, TX
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.
RIAHOUSTON, TX
POST OAK PRIVATE WEALTH ADVISORS
RIAHOUSTON, TX
CAMDEN WEALTH ADVISORS LLC
RIAHOUSTON, TX
KA CREDIT ADVISORS II, LLC
RIAHOUSTON, TX
ROG IX, LLC
RIAHOUSTON, TX