Fortiter Wealth Management, LLC
Fortiter Wealth Management, LLC (CRD# 169577) is a financial advisory firm headquartered in Houston, TX. They manage $326,646,032 in 228 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fortiter Wealth Management, LLC
By the Numbers
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Total Assets Under Management327MILLION
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Total Number of Accounts228ACCOUNTS
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Average Account Value$1,432,658
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Fortiter Wealth Management, LLC
1
William Berger (CRD# 2097711) is an Investment Advisor Representative working at Fortiter Wealth Management, LLC in Houston, TX and has over 33 years of experience in the finance industry.
2
Lynn Elliott (CRD# 4243505) is an Investment Advisor Representative working at Fortiter Wealth Management, LLC in Houston, TX and has over 23 years of experience in the finance industry.
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