Forteris Wealth Management, Inc. is an SEC registered investment adviser with a primary office location in Armonk, NY. Its latest Form ADV filing, dated March 16, 2026, reports $219M in regulatory assets under management, 3 employees, 1 office, and 545 accounts.
Assets Under Management
$219M
Employees
3
Offices
1 office
Total Clients
185
Primary office
ARMONK, NY
200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, United States
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
92
2
Individuals
44.9%
83
3
Pension Plans
5.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 16, 2026
Discretionary99.2%
$217M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$219M
Total Accounts545
10Y AUM Change+$110M (+101.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.