FORTIS WEALTH MANAGEMENT, LLC

FORTIS WEALTH MANAGEMENT, LLC of AMERICAN FORK, UT is an SEC-registered investment adviser (CRD 322409). Regulatory assets under management: $7.3M.

Registration

• CRD: 322409
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322409 on SEC IAPD (source of record)
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