Fortis Advisors, LLC
Fortis Advisors, LLC is an SEC-registered wealth manager in Wayne, PA with $584.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Fortis Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164498, SEC 801-80177, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $584.3M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Wayne, PA
- Employees
- 5
- Clients
- 91
- CRD
- 164498
- Ownership
- FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.); KELLY, COLLEEN, ANNE; TOPLEY, MATTHEW; FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP); BOLES, DEREK, BROCK
How much AUM does Fortis Advisors, LLC have?
Fortis Advisors, LLC reported $584.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Fortis Advisors, LLC?
Disclosed owners and executives of Fortis Advisors, LLC include FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.), KELLY, COLLEEN, ANNE, TOPLEY, MATTHEW, FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP), BOLES, DEREK, BROCK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.