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FORTERIS WEALTH MANAGEMENT, INC.
CRD 108314 · SEC 801-44613
200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504, United States
Phone
914-696-5300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.0M
Discretionary AUM
$217.3M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $24.5M |
| High net worth individuals | 92 | $181.9M |
| Pension/profit sharing plans | 10 | $12.6M |
States served
CA, CO, LA, NE, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD