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FORTERIS WEALTH MANAGEMENT, INC.

ARMONK, NY · CRD 108314 · IAPD ↗ · 914-696-5300

$219.0MRegulatory AUM
3Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2024 — FORTERIS WEALTH MANAGEMENT, INC. notice-filed in CA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.