Fortiter Wealth Management, LLC

Fortiter Wealth Management, LLC (CRD# 169577) is a financial advisory firm headquartered in Houston, TX. They manage $120,998,857 in 185 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $654,048
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Fortiter Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lynn V. Elliott
CRD#: 4243505
1980 Post Oak Blvd., Suite 2100, Houston, TX 77056
63
Wealthminder
score

Lynn Elliott (CRD# 4243505) is an Investment Advisor Representative working at Fortiter Wealth Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

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