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FORTIS WEALTH MANAGEMENT
FORTIS WEALTH MANAGEMENT LLC
CRD 268808
130 CALICO COURT, BOONE, NC, 28607, United States
Phone
888-336-7847
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$67.7M
Discretionary AUM
$67.7M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars401(K) SERVICES; BUISNESS DEVELOPMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $67.7M |
All web addresses on file
Official SEC filing: View on IAPD