← Tributary

FORTE ASSET MANAGEMENT, LLC

· CRD 132969 · IAPD ↗ · forteassets.com · 914-543-9286

$322.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — FORTE ASSET MANAGEMENT, LLC reported RAUM up 32% ($239.3M -> $315.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2026 — FORTE ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
March 2026 — FORTE ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
March 2024 — FORTE ASSET MANAGEMENT, LLC notice-filed in MI.
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.