CRD: 108314
Forteris Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-1993
- Office Locations
- 2
Office Locations
About Forteris Wealth Management, Inc.
Forteris Wealth Management provides holistic financial planning and investment guidance for individuals and families nationwide, with offices in Armonk, NY and Dallas, TX. Services include retirement planning, college funding guidance, and personalized investment strategies aligned to client risk profiles. Reported portfolio exposure is primarily via ETFs and public funds, with Charles Schwab as a key custodian. The practice highlights long-tenured, multi-generational client relationships.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAY WARREN FURST
Chief Compliance Officer
- CRD
- #1775883
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brett N Fry
Managing Director
- CRD
- #5859465
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,289,100 | $401,643 |
| Non-Discretionary | $1,723,900 | $430,975 |
| Total | $219,013,000 | $401,859 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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