Fortis Private Wealth Advisors, LLC
Fortis Private Wealth Advisors, LLC is an SEC-registered wealth manager in Miami, FL with $124.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Fortis Private Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304494, SEC 801-116951, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $124.4M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 3
- Clients
- 9
- CRD
- 304494
- Ownership
- SANTIAGO, LETICIA, LAURA
How much AUM does Fortis Private Wealth Advisors, LLC have?
Fortis Private Wealth Advisors, LLC reported $124.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Fortis Private Wealth Advisors, LLC?
Disclosed owners and executives of Fortis Private Wealth Advisors, LLC include SANTIAGO, LETICIA, LAURA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.