Overview
Assets Under Management: $124 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 7
Average Client Assets: $17.7 million
Frequently Asked Questions
FORTIS PRIVATE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304494), FORTIS PRIVATE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
FORTIS PRIVATE WEALTH ADVISORS, LLC is headquartered in MIAMI, FL.
FORTIS PRIVATE WEALTH ADVISORS, LLC serves 7 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, FORTIS PRIVATE WEALTH ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
FORTIS PRIVATE WEALTH ADVISORS, LLC manages $124 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, FORTIS PRIVATE WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.82%
Average Client Assets: $17.7 million
Total Client Accounts: 15
Discretionary Accounts: 15
Regulatory Filings
CRD Number: 304494
Filing ID: 2052747
Last Filing Date: 2026-03-20 16:49:42