Investment adviser · CRD 141485

FORTIUS WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

ALPINE, UT, United States · Form ADV filed Mar 30, 2012

Regulatory AUM
$27.5M
Form ADV · Item 5.F
Client accounts
125
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

40 W MAIN ST COURT, SUITE 250D
ALPINE, UT, 84004, United States

CRD 141485

Filing source

Form ADV 636305 · Mar 30, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.