Forteris Wealth Management, Inc.
Forteris Wealth Management, Inc. is an SEC-registered wealth manager in Armonk, NY with $219.0M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Forteris Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108314, SEC 801-44613, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $219.0M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Armonk, NY
- Employees
- 3
- Clients
- 185
- CRD
- 108314
- Ownership
- WEITZMAN, MATTHEW, D; FURST, JAY, WARREN; WEITZMAN, MATTHEW, DANIEL; COSTA, CHERYL, ANN
How much AUM does Forteris Wealth Management, Inc. have?
Forteris Wealth Management, Inc. reported $219.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Forteris Wealth Management, Inc.?
Disclosed owners and executives of Forteris Wealth Management, Inc. include WEITZMAN, MATTHEW, D, FURST, JAY, WARREN, WEITZMAN, MATTHEW, DANIEL, COSTA, CHERYL, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.