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| Happy Holidays!! thanks for using AUM13F!! |
| Fortiter Wealth Management LLC
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|---|---|
| CRD # | 169577 |
| SEC # | 801-78931 |
| CIK # | |
| AUM | $342.6 M (2025-07-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 832-941-1234 |
| Address | 1980 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.1 |
| (b) Individuals (high net worth individuals) | 40 | 339.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 248 | 342.6 |
| By Discretionary | ||
| Discretionary | 248 | 342.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 248 | 342.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.6 | |
| Total | 248 | 342.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Owen Larue LLC
✚
|
KY | 0.3 |
|
IAMS Wealth Management LLC
✚
|
NE | 0.3 |
|
St Johns Investment Management Company LLC
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|
FL | 0.3 |
|
Burns Matteson Capital Management LLC
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|
NY | 0.3 |
|
Leclair Wealth Partners LLC
✚
|
OH | 0.3 |
|
Henry Bragg & Co LLC
✚
|
TX | 0.3 |
|
Mezzasalma Advisors LLC
✚
|
NJ | 0.3 |
|
Blue Investment Partners LLC
✚
|
CA | 0.3 |
|
Charles Fish Investments Inc
✚
|
CA | 0.3 |
|
IF Advisors LLC
✚
|
0.3 |