Fortis Private Wealth Advisors, LLC
● SEC registered since 2019CRD 304494SEC# 801-116951Miami, FL
Reg. AUM
$124.4M
Employees
3
Accounts
15
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 $124.4 million in regulatory assets under management and employs 3 people.
Fortis Private Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leticia Laura Santiago Control | Chief Compliance Officer, Managing Director | Over 75% | 2015 |
Frequently asked questions
How much does Fortis Private Wealth Advisors, LLC manage?
Fortis Private Wealth Advisors, LLC reports $124.4 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 3 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
| Address | 6100 Blue Lagoon Drive, Suite 160, Miami, FL 33126 |
| Phone | 305-416-9093 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$124.4Mregulatory AUM
Discretionary $124.4M