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
1980 Post Oak Blvd., Suite 2100, Houston, TX 77056
https://www.fortiterwealth.com
By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Fortiter Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Berger, financial advisor Houston TX
William R. Berger
CRD#: 2097711
1980 Post Oak Blvd., Suite 2100, Houston, TX 77056

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, financial advisor Houston TX
Lynn V. Elliott
CRD#: 4243505
1980 Post Oak Blvd., Suite 2100, Houston, TX 77056

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.

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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