FORTIS WEALTH MANAGEMENT

FORTIS WEALTH MANAGEMENT of BOONE, NC is an SEC-registered investment adviser (CRD 268808). Regulatory assets under management: $79.1M.

Registration

• CRD: 268808
• Type: Registered investment adviser
• Location: 130 CALICO COURT, BOONE, NC, 28607
• Phone: 888-336-7847
• Latest filing: 2026-08-06
• Regulatory AUM: $79.1M
• Discretionary AUM: $79.1M
• Clients: 3
• Accounts: 636

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 268808 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search