Fortis Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,326,614
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
48
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
48
Average account size
$152,638
About
Fortis Wealth Management provides discretionary portfolio management and retirement-plan consulting for individuals, high-net-worth clients, and employer‑sponsored pension and profit‑sharing plans. The firm offers ETF‑based model portfolios across a range of risk profiles and delivers ERISA‑related services such as participant education, Investment Policy Statements, and monitoring of qualified fiduciaries.
Investment management emphasizes asset allocation and fundamental analysis implemented through exchange‑traded fund models intended for multi‑year holding periods, with periodic rebalancing and discretionary trading authority. The firm charges asset‑based advisory fees and operates through an institutional relationship with a digital custodian platform that supports account custody, execution, and integrated reporting tools.
The firm’s principal is also a licensed insurance agent and a mortgage broker and maintains other non‑investment business interests; the brochure discloses that commissions and referral compensation from these activities are separate from advisory fees and are managed through conflict‑of‑interest policies. That combination of insurance and lending affiliations alongside explicit ERISA Section 3(21) and 3(38) retirement‑plan consulting is a mix of services and relationships that is less common among similarly sized independent advisers.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Fee options
1.00% annually, negotiable
Main office location
Fortis Wealth Management, LLC
12 W 100 N, Suite 201 A
American Fork UT 84003, United States
Number of offices
1
Most active in
Fortis Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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