Fortis Wealth Management, LLC

Fortis Wealth Management, LLC (CRD# 322409) is a financial advisory firm headquartered in American Fork, UT. They manage $3,814,217 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12 W 100 N, Suite 201a, American Fork, UT 84003
https://twitter.com/fortiswm
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $54,489
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Fortis Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Thomas, financial advisor American Fork UT
John A. Thomas
CRD#: 4241246
12 W 100 N, Suite 201a, American Fork, UT 84003

John Thomas (CRD# 4241246) is an Investment Advisor Representative working at Fortis Wealth Management, LLC in American Fork, UT and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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