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| Keyboard |
| Fortiter Wealth Management LLC
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|---|---|
| CRD # | 169577 |
| SEC # | 801-78931 |
| CIK # | |
| AUM | 379.9 M (2026-04-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 832-941-1234 |
| Address | 1980 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.3 |
| (b) Individuals (high net worth individuals) | 45 | 377.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 379.9 |
| By Discretionary | ||
| Discretionary | 285 | 379.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 285 | 379.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.9 | |
| Total | 285 | 379.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Unique Wealth Strategies
✚
|
IL | 381.5 M |
|
RF&L Wealth Management LLC
✚
|
MA | 381.1 M |
|
Rubey & Rust Capital Management LLC
✚
|
381.0 M | |
|
Wealth Benefit Advisors LLC
✚
|
TX | 380.9 M |
|
Buttonwood Capital Management LLC
✚
|
AZ | 380.8 M |
|
BURK Holdings LLC
✚
|
OK | 379.9 M |
|
Optima Capital LLC
✚
|
OR | 379.8 M |
|
Ironbridge Private Wealth LLC
✚
|
TX | 379.7 M |
|
626 Financial LLC
✚
|
MI | 379.6 M |
|
Bruce & Co Inc
✚
|
IL | 379.5 M |