Fortis Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,319,946
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
48
2% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$152,499
About
Fortis Wealth Management advises individuals, high‑net‑worth clients, and pension and profit‑sharing plans. The firm provides discretionary portfolio management using a suite of ETF‑based model portfolios and retirement plan consulting to plan sponsors and committees.
Its investment process emphasizes asset allocation and fundamental analysis, generally recommending ETF strategies intended to be held for five years or longer with periodic rebalancing and aggregated trade execution. Accounts are custodied through Altruist, and management fees are charged as a percentage of assets and billed quarterly.
The firm’s owner is a licensed insurance agent and mortgage broker and may recommend insurance or lending products for separate compensation, a relationship the brochure discloses as a potential conflict of interest. Fortis also offers ERISA plan services, including non‑discretionary 3(21) support and the option to serve as a 3(38) discretionary investment manager for retirement plans, a combination of services that is less common among small independent advisers.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Fee options
1.00% annually, negotiable
Commission received from insurance and mortgage products sold by the owner (separate from advisory fees)
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:
-
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.
-
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.
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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
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