# Fortis Wealth Management

> Fortis Wealth Management is a state-registered investment advisory firm in Boone, NC, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 268808
- Filed as: FORTIS WEALTH MANAGEMENT
- Legal name: Fortis Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boone, NC
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/268808
- AdvisorCensus page: https://advisorcensus.com/firm/fortis-wealth-management-boone-nc-268808

## Quick answers

**How is Fortis Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Fortis Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fortis Wealth Management located?**
Fortis Wealth Management's principal office is in Boone, NC, according to its Form ADV.

**Is Fortis Wealth Management registered with the SEC or a state?**
Fortis Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 268808.

**How much does Fortis Wealth Management manage?**
Fortis Wealth Management reports $79,128,394 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**What types of clients does Fortis Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (186).

**Does Fortis Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/268808

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $79,128,394
- Discretionary: $79,128,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 186 | $79,128,394 |
| High net worth individuals | Fewer than 5 | Not reported |
| 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 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NC, PA, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anthonywinkels.com
- investfortis.com
- tonywinkels.com
- Facebook @fortiswealthmanagement
- LinkedIn @fortiswealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortis Wealth Management (CRD 268808): Form ADV filing data as of October 2026.