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FORTIS PRIVATE WEALTH ADVISORS, LLC
CRD 304494 · SEC 801-116951
6100 BLUE LAGOON DRIVE, SUITE 160, MIAMI, FL, 33126, United States
Phone
305-416-9093
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.4M
Discretionary AUM
$124.4M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $218K |
| High net worth individuals | 7 | $124.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD