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Building 2FORTIUS WEALTH MANAGEMENT LLC

Map pinALPINE, UT
Phone801-216-4599
NotebookSEC #801-67136
Total AUM
$27.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 W MAIN ST COURT
SUITE 250D
ALPINE
UT 84004
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
801-216-4599

ReceiptFinancials

Total AUM
$27.5M
Accounts
125
Discretionary
$26.2M
Accounts
122
Non-Discretionary
$1.3M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKTXUT

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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