Fortis Wealth Management

Fortis Wealth Management (CRD# 268808) is a financial advisory firm headquartered in , . They manage $535,662 in 16 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $33,479
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, WA

Financial Advisors at Fortis Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Liam J. Gilroy
CRD#: 6507551
Tacoma, WA
87
Wealthminder
score

Liam Gilroy (CRD# 6507551) is an Investment Advisor Representative working at Fortis Wealth Management in Tacoma, WA and has 1 year of experience in the finance industry.

2
Anthony F. Winkels
CRD#: 6507599
Lake Worth, FL
87
Wealthminder
score

Anthony Winkels (CRD# 6507599) is an Investment Advisor Representative working at Fortis Wealth Management in Lake Worth, FL and has 1 year of experience in the finance industry.

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