$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-07-2022
- Office Locations
- 1
Office Locations
12 W 100 N Suite 201a American Fork UT
About Fortis Wealth Management, LLC
Fortis Wealth Management, LLC is a Utah-based, founder-led RIA owned and operated by Johnny Thomas. The firm provides holistic wealth management—investment management and financial planning—designed to simplify decisions for individuals and entrepreneurs. Portfolios emphasize asset allocation using public funds such as mutual funds, with custody support including Altruist.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$135.7K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Value Harbor Quantum
Client Personas
Glacier capital
Investment Themes
Capital value
Investment Vehicles
Glacier
Services
Focus Radial Glacier oak
Owner & Executives
JOHN ALAN THOMAS
Chief Compliance Officer, Financial Professional, Managing Member
- CRD
- #4241246
- Ownership
- 75% or more
(624) 434-5737
pathway.vital@horizoncapital.com
in linkedin.com/in/unison-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,326,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,326,614 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,326,614
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,372,463,394 | 100.0% |
| Total | $5,372,463,394 | 100.0% |