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Fortis Private Wealth Advisors, LLC

● SEC registered since 2019CRD 304494SEC# 801-116951Miami, FL
Export (members)
Reg. AUM
$112.5M
Employees
4
Accounts
16
Location
Miami, FL

Fortis Private Wealth Advisors, LLC assets under management

Fortis Private Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2019. It reports $112.5 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/fortisprivatewealthadvisorsView on SEC.gov ↗

Fortis Private Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Leticia Laura Santiago ControlChief Compliance Officer, Managing DirectorOver 75%2015

Frequently asked questions

How much does Fortis Private Wealth Advisors, LLC manage?

Fortis Private Wealth Advisors, LLC reports $112.5 million in regulatory assets under management on its Form ADV.

How many employees does Fortis Private Wealth Advisors, LLC have?

Fortis Private Wealth Advisors, LLC reports 4 employees.

Where is Fortis Private Wealth Advisors, LLC located?

Fortis Private Wealth Advisors, LLC is based in Miami, FL and has been SEC-registered since 2019.

Does Fortis Private Wealth Advisors, LLC disclose fund performance?

Fortis Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6100 Blue Lagoon Drive, Suite 160, Miami, FL 33126
Phone305-416-9093
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.5M
Non-discretionary$0
Total (RAUM)$112.5M