Fortiter Wealth Management, LLC
Fortiter Wealth Management, LLC is an SEC-registered wealth manager in Houston, TX with $379.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Fortiter Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169577, SEC 801-78931, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $379.9M (2026-04-27)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 4
- Clients
- 51
- CRD
- 169577
- Ownership
- INTERIM HOLDINGS, LLC; ELLIOTT, LYNN, VINCENT; PURCELL, JOHN, PETER; PKS HOLDINGS, LLC; FLOOD, KEITH, OWEN
How much AUM does Fortiter Wealth Management, LLC have?
Fortiter Wealth Management, LLC reported $379.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Fortiter Wealth Management, LLC?
Disclosed owners and executives of Fortiter Wealth Management, LLC include INTERIM HOLDINGS, LLC, ELLIOTT, LYNN, VINCENT, PURCELL, JOHN, PETER, PKS HOLDINGS, LLC, FLOOD, KEITH, OWEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.