Forteris Wealth Management, Inc.
● SEC registered since 1993CRD 108314SEC# 801-44613Armonk, NY
Reg. AUM
$219M
Employees
3
Accounts
545
Location
Armonk, NY
Forteris Wealth Management, Inc. assets under management
Forteris Wealth Management, Inc. operates as an SEC-registered investment adviser based in Armonk, NY. The firm has been registered since 1993. It reports $219 million in regulatory assets under management and employs 3 people.
Forteris Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Warren Furst Control | Founding Principal And Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Forteris Wealth Management, Inc. manage?
Forteris Wealth Management, Inc. reports $219 million in regulatory assets under management on its Form ADV.
How many employees does Forteris Wealth Management, Inc. have?
Forteris Wealth Management, Inc. reports 3 employees.
Where is Forteris Wealth Management, Inc. located?
Forteris Wealth Management, Inc. is based in Armonk, NY and has been SEC-registered since 1993.
Does Forteris Wealth Management, Inc. disclose fund performance?
Forteris Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Business Park Drive, Suite 211, Armonk, NY 10504 |
| Phone | 914-696-5300 |
| Office hours | 8:00 a.m. -- 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$219Mregulatory AUM
Discretionary $217.3MNon-discretionary $1.7M