Fortis Private Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 20, 2026, reports $124M in regulatory assets under management, 3 employees, 1 office, and 15 accounts.
Assets Under Management
$124M
Employees
3
Offices
1 office
Total Clients
9
Primary office
MIAMI, FL
6100 BLUE LAGOON DRIVE, SUITE 160, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
7
2
Individuals
22.2%
2
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 20, 2026
Discretionary100.0%
$124M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts15
10Y AUM Change+$124M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee3:1
10Y Employee Change+2 (+200.0%)
* 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.