Fortiter Wealth Management, LLC

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Client assets under management

$378,679,947

Clients

88% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$7,425,097

About

Fortiter Wealth Management advises high-net-worth individuals as well as trusts, retirement plans, and corporate clients, offering comprehensive portfolio management, financial planning, retirement plan consulting, and periodic portfolio monitoring. The firm manages roughly $380 million across about 50 client relationships and provides services under written advisory agreements, generally on a discretionary basis.

The firm’s process begins with a holistic review of a client’s financial situation and applies fundamental analysis and modern portfolio theory to construct diversified portfolios that may include individual stocks and bonds, mutual funds, ETFs, options, REITs, and alternative investments. Fortiter uses similarly managed model portfolios, may engage independent managers and sub-advisors (including a municipal bond sub-advisor), and monitors accounts at least quarterly while tailoring allocations to client objectives and risk tolerances.

Noteworthy distinctions include the firm’s disclosed use of borrowing in separately managed accounts: Fortiter may purchase securities on margin and bills advisory fees on margined positions, a practice the brochure highlights as a potential conflict of interest for clients to consider. The firm also documents use of third‑party platforms for illiquid alternatives (including a GLASfunds platform fee) and operates with a small advisory team relative to its AUM, relying on model-driven strategies and outside managers for implementation.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Active portfolio management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.13% $1,000,000 - $5,000,000: 0.83% $5,000,000 - $10,000,000: 0.58% $10,000,000+: 0.53%

Main office location

Fortiter Wealth Management, LLC

1980 Post Oak Blvd., Suite 2100

Houston TX 77056, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (832) 941-1234

Advisors at this firm

Lynn E

Series 66

Houston, TX

Fortiter Wealth Management, LLC

Lynn Elliott is a financial advisor at Fortiter Wealth Management, LLC in Houston, TX, with 25 years of industry experience. He holds a Series 66 designation and has been with Fortiter since 2014. Outside of his advisory role, he owns an entity formed to purchase an airplane for personal use. Fortiter Wealth Management serves high-net-worth individuals, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a process grounded in fundamental analysis and modern portfolio theory to create diversified portfolios, utilizing model portfolios, independent managers, and sub-advisors while monitoring accounts regularly to align with client objectives and risk tolerances.

Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive

Joseph F

Series 66

Houston, TX

Fortiter Wealth Management, LLC

Joseph Foley is a financial advisor at Fortiter Wealth Management, LLC in Houston, TX, holding the Series 66 designation with 18 years of industry experience. He worked at First Trust Portfolios L.P. for 17 years before joining Fortiter Wealth Management in 2024. Fortiter Wealth Management serves high-net-worth individuals, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a process based on fundamental analysis and modern portfolio theory, offering diversified portfolios and utilizing model-driven strategies alongside independent managers and sub-advisors.

Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive

William B

CFA®, Series 63, Series 65

Houston, TX

Fortiter Wealth Management, LLC

William Berger is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Fortiter Wealth Management, LLC since 2016. Prior to that, he worked at Paul Comstock Partners for one year. Fortiter Wealth Management advises high-net-worth individuals, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a process grounded in fundamental analysis and modern portfolio theory to build diversified portfolios and uses model-driven strategies alongside independent managers and sub-advisors.

Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive

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