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FORTIUS WEALTH MANAGEMENT LLC
FORTIUS WEALTH MANAGEMENT LLC
ALPINE, Utah
·
1 registered advisor
·
CRD# 141485
SEC# 801-67136
801-216-4599
01
Firm Overview
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FORTIUS WEALTH MANAGEMENT LLC
1 registered advisor
Richard Darren Simons
ALPINE, Utah
CRD# 2649426
05
Office Locations
ALPINE, Utah
1 advisor
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Data sourced from SEC Form ADV filings. FORTIUS WEALTH MANAGEMENT LLC (CRD# 141485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.