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FORTERIS WEALTH MANAGEMENT, INC.
CRD 108314File 801-44613
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$219.0M
Below cohort median (national)
Discretionary AUM
$217.3M
Non-discretionary $1.7M
Clients
185
545 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 27, 1993
- Principal office
- 200 BUSINESS PARK DRIVE, SUITE 211, ARMONK, NY, 10504
- Phone
- 914-696-5300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.0M
- Discretionary AUM
- $217.3M
- Non-discretionary AUM
- $1.7M
- Discretionary accounts
- 541
- Non-discretionary accounts
- 4
- Total accounts
- 545
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $181.9M |
| Pension and profit sharing plans | 10 | $12.6M |
| Individuals (other than high net worth individuals) | 83 | $24.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.