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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
About Fortiter Wealth Management, LLC
Fortiter Wealth Management is a Houston-based RIA serving high-net-worth families with integrated advice spanning portfolio management, business interests, trust and estate planning, insurance, and philanthropy. Portfolios primarily use public funds and ETFs, with municipal and investment-grade bond exposure. A relationship-first approach and Fidelity/NFS custody are notable for distribution partners.
Reported data analysis
What the numbers show
Between July 11, 2025 and July 22, 2026, reported AUM increased 10.9%, from $342.6M to $379.9M.
Across 5 reported observations, AUM decreased 2.4% between November 1, 2022 and July 22, 2026, from $389.4M to $379.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 51 clients, or 17 clients per representative. That equates to $7.4M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Fortiter Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LYNN VINCENT ELLIOTT
Chief Compliance Officer, FOUNDER, General Partner, Managing Member
- CRD
- #4243505
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIAM ROBERT BERGER
Senior Investment Advisor
- CRD
- #2097711
JOSEPH LANCE FOLEY
Senior Wealth Advisor
- CRD
- #5417602
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,879,950 | $1,332,912 |
| Non-Discretionary | $0 | -- |
| Total | $379,879,950 | $1,332,912 |
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Separately Managed Accounts
SMA allocation detail is available
Fortiter Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.