Fortiter Wealth Management, LLC
Fortiter Wealth Management, LLC (CRD# 169577) is a financial advisory firm headquartered in Houston, TX. They manage $174,182,704 in 163 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management174MILLION
Total Number of Accounts163ACCOUNTS
Average Account Value$1,068,606
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
William Berger (CRD# 2097711) is an Investment Advisor Representative working at Fortiter Wealth Management, LLC in Houston, TX and has over 27 years of experience in the finance industry.
Lynn Elliott (CRD# 4243505) is an Investment Advisor Representative working at Fortiter Wealth Management, LLC in Houston, TX and has over 17 years of experience in the finance industry.