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Fortiter Wealth Management, LLC

Fortiter Wealth Management, LLC. CRD 169577

Fortiter Wealth Management, LLC logo

CRD: 169577

Fortiter Wealth Management, LLC

Houston, TX, 77056
8329411234
fortiterwealth.com
$379.9M Total AUM
$379.9M Disc. AUM
7.7% 3Y CAGR
4 Employees
51 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
01-02-2014
Office Locations
1

Office Locations

1980 Post OAK Blvd., Houston TX

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.

Team overview

39 AVG AGE
$126.6M AVG AUM / ADVISOR
$7.4M AVG AUM / CLIENT
7.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Bridge horizon Signal insight Signal

Client Personas

Wave north

Custodian

Peak Summit Vital Vector north

Investment Themes

Vital vertex Momentum glacier Glacier unison Fusion quantum

Investment Vehicles

Delta foundation Vertex oak

Platform

Glacier

Services

Crest element Frontier insight Vertex North Harbor legacy North pathway Peak

Owner & Executives

L

LYNN VINCENT ELLIOTT

Chief Compliance Officer, FOUNDER, General Partner, Managing Member

CRD
#4243505
Ownership
75% or more
(380) 563-9220
quantum.focus@unisoncapital.com
in linkedin.com/in/capital-foundation

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Contacts

W

WILLIAM ROBERT BERGER

Senior Investment Advisor

CRD
#2097711
(391) 824-2252
radial.atlas@frontiercapital.com
in linkedin.com/in/beacon-peak
JOSEPH LANCE FOLEY

JOSEPH LANCE FOLEY

--

CRD
#5417602
(583) 688-7434
value.element@summitcapital.com
in linkedin.com/in/oak-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-01-2022
01-25-2023
02-14-2024
07-11-2025
04-27-2026
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

Total SMA Asset: $379,879,950

$379.9M Total SMA
Public Funds:
12.0%
Equity - Exchange:
22.1%
Municipal Bonds:
13.7%
Cash:
17.3%
Equity - OTC:
11.8%
Corporate - Investment Grade:
13.0%
U.S. Government/Agency:
10.1%
Asset class Assets Assets %
Public Funds $289,993,845 12.0%
Equity - Exchange $534,071,999 22.1%
Municipal Bonds $331,076,307 13.7%
Cash $418,074,460 17.3%
Equity - OTC $285,160,615 11.8%
Corporate - Investment Grade $314,159,999 13.0%
U.S. Government/Agency $244,078,153 10.1%
Total $2,416,615,378 100.0%

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