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FORTITER WEALTH MANAGEMENT, LLC
CRD 169577 · SEC 801-78931
1980 POST OAK BLVD., SUITE 2100, HOUSTON, TX, 77056, United States
Phone
(832) 941-1234
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.9M
Discretionary AUM
$379.9M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.3M |
| High net worth individuals | 45 | $377.4M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD