FORTIS PRIVATE WEALTH ADVISORS, LLC

6100 Blue Lagoon Drive
Suite 160
Miami, Florida 33126
Tel: 305-416-9093

About FORTIS PRIVATE WEALTH ADVISORS, LLC

FORTIS PRIVATE WEALTH ADVISORS, LLC, formally registered with the SEC as FORTIS PRIVATE WEALTH ADVISORS, LLC. The firm was established in 07/15/2019. They have over 2 offices throughout the country.

FORTIS PRIVATE WEALTH ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $91,197,135 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304494
SEC#	801-116951
Assets Managed by Firm	$91,197,135
No. of Clients	11
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$91,197,135
High net worth individuals	5	$91,197,135

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