Fortiter Wealth Management, LLC
● SEC registered since 2014CRD 169577SEC# 801-78931Houston, TX
Reg. AUM
$379.9M
Employees
4
Accounts
285
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 $379.9 million in regulatory assets under management and employs 4 people.
Fortiter Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lynn Vincent Elliott Control | Cco / Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Fortiter Wealth Management, LLC manage?
Fortiter Wealth Management, LLC reports $379.9 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
| Address | 1980 Post Oak Blvd., Suite 2100, Houston, TX 77056 |
| Phone | (832) 941-1234 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$379.9Mregulatory AUM
Discretionary $379.9M