FORTIUS WEALTH MANAGEMENT LLC

ALPINE, Utah·1 registered advisor·CRD# 141485
SEC# 801-67136801-216-4599
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 PlanningInvestment ManagementWealth Management
04

Advisors at FORTIUS WEALTH MANAGEMENT LLC

1 registered advisor
Richard Darren Simons
ALPINE, Utah
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.