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FORTITER WEALTH MANAGEMENT, LLC
1980 Post Oak Blvd.
Suite 2100
Houston, Texas 77056
Tel: (832) 941-1234
About FORTITER WEALTH MANAGEMENT, LLC
FORTITER WEALTH MANAGEMENT, LLC, formally registered with the SEC as FORTITER WEALTH MANAGEMENT, LLC. The firm was established in 01/02/2014. They have over 1 offices throughout the country.
FORTITER WEALTH MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $342,645,368 assets under management, offering retirement planning & investment advisory services to 248 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169577 |
| SEC# | 801-78931 |
| Assets Managed by Firm | $342,645,368 |
| No. of Clients | 248 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 248 | $342,645,368 |
| Individuals (other than high net worth individuals) | 8 | $2,073,613 |
| High net worth individuals | 40 | $339,346,205 |
| Charitable organizations | Fewer than 5 clients | $1,225,550 |
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