RIA Intel›Advisers›Florida›FORTIS PRIVATE WEALTH ADVISORS, LLC

FORTIS PRIVATE WEALTH ADVISORS, LLC

Advisory

N·MIAMI, FL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$124M
1-Year AUM Growth
-14.4%
3-Year CAGR
-1.9%
Employees
1
Assets Under Management
Total AUM$124M
Discretionary AUM$124M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingJun 12, 2019
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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