FORTERIS WEALTH MANAGEMENT, INC.
SEC file number 801-44613
· ARMONK, NY
https://forteriswealth.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$158.1M
Discretionary AUM
$157.5M
Employees
2
Clients
1
Firm
- Address
- 200 BUSINESS PARK DRIVE
ARMONK, NY 10504 - Phone
- —
- Website
- https://forteriswealth.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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Serif Health Management, Inc. · D · Aug 25, 2026$5.6M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D · Oct 10, 2025$2M
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