FORTERIS WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$219,013,000
Discretionary
$217,289,100
Non-discretionary
$1,723,900
Firm details
- CRD number
- 108314
- SEC file number
- 801-44613
- Main office
- ARMONK, NY, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.