# FORTIS WEALTH MANAGEMENT, LLC

FORTIS WEALTH MANAGEMENT, LLC of AMERICAN FORK, UT is an SEC-registered investment adviser.

## Registration

- CRD: 322409
- Type: SEC-registered investment adviser
- Location: 12 W 100 N, AMERICAN FORK, UT, 84003
- Phone: 801-341-9590
- Latest filing: 2026-04-08
- Regulatory AUM: $7.3M
- Discretionary AUM: $7.3M
- Clients: 1
- Accounts: 54

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322409/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322409/similar
- Related entities: https://search.stillhousedata.com/firm/322409/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322409

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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.