# Fortis Wealth Management, LLC

> Fortis Wealth Management, LLC is a state-registered investment advisory firm in American Fork, UT, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 322409
- Filed as: FORTIS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: American Fork, UT
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322409
- AdvisorCensus page: https://advisorcensus.com/firm/fortis-wealth-management-llc-american-fork-ut-322409

## Quick answers

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

**Where is Fortis Wealth Management, LLC located?**
Fortis Wealth Management, LLC's principal office is in American Fork, UT, according to its Form ADV.

**Is Fortis Wealth Management, LLC registered with the SEC or a state?**
Fortis Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322409.

**How much does Fortis Wealth Management, LLC manage?**
Fortis Wealth Management, LLC reports $7,326,614 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**What types of clients does Fortis Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); corporations or other businesses not listed above (5); high net worth individuals (1).

**Does Fortis Wealth Management, LLC 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/322409

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,326,614
- Discretionary: $7,326,614
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $5,848,860 |
| High net worth individuals | 1 | $1,471,086 |
| Charitable organizations | 1 | $433 |
| Corporations or other businesses not listed above | 5 | $6,235 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortiswm.com
- Facebook facebook.com
- Instagram @fortiswm
- X @fortiswm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortis Wealth Management, LLC (CRD 322409): Form ADV filing data as of October 2026.