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Fortiter Wealth Management, LLC

● SEC registered since 2014CRD 169577SEC# 801-78931Houston, TX
Export (members)
Reg. AUM
$342.6M
Employees
4
Accounts
248
Location
Houston, TX

Fortiter Wealth Management, LLC assets under management

Fortiter Wealth Management, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2014. It reports $342.6 million in regulatory assets under management and employs 4 people.
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Fortiter Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Lynn Vincent Elliott ControlCco / Managing MemberOver 75%2014

Frequently asked questions

How much does Fortiter Wealth Management, LLC manage?

Fortiter Wealth Management, LLC reports $342.6 million in regulatory assets under management on its Form ADV.

How many employees does Fortiter Wealth Management, LLC have?

Fortiter Wealth Management, LLC reports 4 employees.

Where is Fortiter Wealth Management, LLC located?

Fortiter Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2014.

Does Fortiter Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address1980 Post Oak Blvd., Suite 2100, Houston, TX 77056
Phone(832) 941-1234
Office hours8:00 a.m. - 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$342.6M
Non-discretionary$0
Total (RAUM)$342.6M