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FORTIS ADVISORS, LLC

WAYNE, PA · CRD 164498 · IAPD ↗ · 610-313-0910

$584.3MRegulatory AUM
3Advisory reps
5Employees
1Clients
51-100Planning clients
6Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — FORTIS ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — FORTIS ADVISORS, LLC crossed $500M in regulatory AUM ($470.8M -> $508.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
February 2024 — FORTIS ADVISORS, LLC moved its main office from KING OF PRUSSIA, PA to WAYNE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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