1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORTITER WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone(832) 941-1234
NotebookSEC #801-78931
Total AUM
$379.9M
Employees
4
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1980 POST OAK BLVD.
SUITE 2100
HOUSTON
TX 77056
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
(832) 941-1234

ReceiptFinancials

Total AUM
$379.9M
Accounts
285
Discretionary
$379.9M
Accounts
285
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
6
AUM
$1.3M
HNW Individual Clients
45
AUM
$377.4M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account