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FORTIS WEALTH MANAGEMENT, LLC
CRD 322409
12 W 100 N, SUITE 201A, AMERICAN FORK, UT, 84003, United States
Phone
801-341-9590
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.3M
Discretionary AUM
$7.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $5.8M |
| High net worth individuals | 1 | $1.5M |
| Charitable organizations | 1 | $433 |
| Corporations/business entities | 5 | $6K |
All web addresses on file
Official SEC filing: View on IAPD