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- Custodian
- First Clearing · Goldman Sachs · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2015
- Office Locations
- 2
Office Locations
About Fortis Wealth Management
Fortis Wealth Management is an independent wealth advisory firm providing investment management and comprehensive financial planning. The team builds bespoke, long-term portfolios tailored to each client’s goals, risk tolerance, and time horizon, using disciplined risk/return analysis informed by macro and market volatility. Fortis emphasizes unbiased advice and states it does not accept compensation for selling securities or investment products.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LIAM JOSEPH GILROY
Managing Member, President
- CRD
- #6507551
- Ownership
- 50% but less than 75%
ANTHONY FRANCIS WINKELS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6507599
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Daniel Joseph
Associate
- CRD
- #7801076
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,675,925 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,675,925 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,675,925
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,997,849,368 | 49.3% |
| Equity - Exchange | $867,220,618 | 21.4% |
| Cash | $482,239,503 | 11.9% |
| U.S. Government/Agency | $705,123,307 | 17.4% |
| Total | $4,052,432,796 | 100.0% |