# Fortis Private Wealth Advisors, LLC

> Fortis Private Wealth Advisors, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 304494
- Filed as: FORTIS PRIVATE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304494
- AdvisorCensus page: https://advisorcensus.com/firm/fortis-private-wealth-advisors-llc-miami-fl-304494

## Quick answers

**How is Fortis Private Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortis Private Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Fortis Private Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: 0.3% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fortis Private Wealth Advisors, LLC located?**
Fortis Private Wealth Advisors, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Fortis Private Wealth Advisors, LLC registered with the SEC or a state?**
Fortis Private Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304494.

**How much does Fortis Private Wealth Advisors, LLC manage?**
Fortis Private Wealth Advisors, LLC reports $124,412,527 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Fortis Private Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fortis Private Wealth Advisors, LLC: Regulatory assets under management: $97,319,589 in the October 2021 data and $124,412,527 in the October 2026 data, up 28%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortis Private Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (2).

**Which custodians does Fortis Private Wealth Advisors, LLC use?**
Fortis Private Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fortis Private Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304494

**Does Fortis Private Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "The minimum dollar value for establishing an Account is generally $1,000,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion."

**What changed in Fortis Private Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $112,526,383 to $124,412,527 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Asset-based fee: 0.3% to 2.5% a year (a range, as the brochure states it)

> Adviser typically receives a management fee, between 0.30% and 2.50% per annum. A client may pay more or less fees than similar clients depending on the investment complexity and particular circumstances of the client.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum dollar value for establishing an Account is generally $1,000,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $124,412,527
- Discretionary: $124,412,527
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $218,336 |
| High net worth individuals | 7 | $124,194,191 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @fortisprivatewealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $97,319,589 | 3 | March 30, 2021 |
| October 2022 | $105,673,579 | 4 | March 31, 2022 |
| October 2023 | $106,521,534 | 4 | March 24, 2023 |
| October 2024 | $91,197,135 | 3 | July 22, 2024 |
| October 2025 | $112,526,383 | 4 | March 28, 2025 |
| October 2026 | $124,412,527 | 3 | March 20, 2026 |

Regulatory assets under management: $97,319,589 in the October 2021 data and $124,412,527 in the October 2026 data, up 28%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $112,526,383 to $124,412,527 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortis Private Wealth Advisors, LLC (CRD 304494): Form ADV filing data as of October 2026.