RIA Intel›Advisers›North Carolina›FORTIS WEALTH MANAGEMENT LLC

FORTIS WEALTH MANAGEMENT LLC

Advisory

BOONE, NC

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in NC
#442
of 516 advisers by AUM
Average account
$124K
across 636 accounts
AUM per adviser
$26M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM
$79M
Discretionary %
100%
Clients
186
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients186
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In8 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

PRAGMATIC PORTFOLIOS, LLC
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HERITAGE CAPITAL PARTNERS,INC.
CHARLOTTE, NC
$78M
-27.9% 1Y
HUTCHINS CANNING & COMPANY PA
KITTY HAWK, NC
$78M
PRESERVE WEALTH MANAGEMENT, LLC
$78M
TRUSTTREE FINANCIAL LLC
HUNTERSVILLE, NC
$78M
SJK INVESTMENT MANAGEMENT LLC
GREENSBORO, NC
$78M
+16.9% 1Y

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