# FORTERIS WEALTH MANAGEMENT, INC.

FORTERIS WEALTH MANAGEMENT, INC. of ARMONK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 108314
- Type: SEC-registered investment adviser
- SEC file number: 801-44613
- Location: 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504
- Phone: 914-696-5300
- Latest filing: 2026-03-16
- Regulatory AUM: $219.0M
- Discretionary AUM: $217.3M
- Non-discretionary AUM: $1.7M
- Clients: 3
- Accounts: 545

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Jay Warren Furst | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| COSTA CHERYL ANN | CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| WEITZMAN MATTHEW D | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| FURST JAY WARREN | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| WEITZMAN MATTHEW DANIEL | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108314/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108314/similar
- Related entities: https://search.stillhousedata.com/firm/108314/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108314

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.