RIA Intel›Advisers›Utah›FORTIS WEALTH MANAGEMENT, LLC

FORTIS WEALTH MANAGEMENT, LLC

Advisory

AMERICAN FORK, UT

Data as of Aug 13, 2026 · Source: SEC Form ADV

Average account

$136K

across 54 accounts

AUM per adviser

$7M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$7M

Discretionary %

100%

Clients

54

Employees

1

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$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

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

GAJARDO WEALTH MANAGEMENT LLC

LEHI, UT

$7M

WASATCH NEW MEXICO MANAGEMENT PARTNERS, LLC

SALT LAKE CITY, UT

$7M

-34.3% 1Y

PREMIER INVESTMENT MANAGEMENT, LLC

$7M

CROCKETT WEALTH MANAGEMENT, INC.

$7M

CENTURY FUNDS MANAGEMENT INC

$8M

LOTA ADVISORS LLC.

$7M

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