Private Market View

FORTIS PRIVATE WEALTH ADVISORS, LLC

Other · MIAMI, FL

AUM
$124.0M
Portfolio companies
Recorded deals
Last investment

Key facts

  • FORTIS PRIVATE WEALTH ADVISORS, LLC is a other based in MIAMI, FL.
  • FORTIS PRIVATE WEALTH ADVISORS, LLC reports $124.0M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 304494
Regulatory AUM
$124.0M
Private fund assets
Private funds
Staff
3
Registered office
MIAMI, FL
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for FORTIS PRIVATE WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is FORTIS PRIVATE WEALTH ADVISORS, LLC's AUM?
FORTIS PRIVATE WEALTH ADVISORS, LLC manages approximately $124.0M in assets.