FORTERIS WEALTH MANAGEMENT, INC.
CRD #108314 SEC #801-44613 ARMONK, NY 914-696-5300
SEC Registered
Total AUM
$179.6M
Discretionary
$177M
Employees
2
Clients
26
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $179.6M | $177M | $2.6M | 2 | 1 |
| Nov 2024 | $158.1M | $157.5M | $656.2K | 2 | 1 |
| Mar 2024 | $158.1M | $157.5M | $656.2K | 2 | 1 |
| Mar 2023 | $138.5M | $137.8M | $779.5K | 2 | 1 |
| Mar 2022 | $156M | $155.1M | $949.5K | 2 | 1 |
| Mar 2021 | $129.4M | $128.8M | $600K | 2 | 0 |
| Jul 2020 | $112.9M | $112.3M | $600K | 2 | 0 |
| Mar 2020 | $112.9M | $112.3M | $600K | 2 | 0 |
| Feb 2019 | $101.9M | $101.4M | $467K | 1 | 0 |
| Mar 2018 | $114.1M | $113.7M | $456.3K | 1 | 0 |
| Mar 2017 | $108.7M | $107.8M | $930.7K | 2 | 26 |
| Nov 2016 | $101.1M | $100.2M | $905.6K | 1 | 200 |
| Oct 2016 | $101.1M | $100.2M | $905.6K | 1 | 200 |
| Sep 2016 | $101.1M | $100.2M | $905.6K | 1 | 200 |
| Jul 2016 | $101.1M | $100.2M | $905.6K | 2 | 200 |
| Mar 2016 | $101.1M | $100.2M | $905.6K | 2 | 200 |
| Nov 2015 | $204.7M | $203.5M | $1.2M | 3 | 200 |
| Oct 2015 | $204.7M | $203.5M | $1.2M | 3 | 200 |
| Mar 2015 | $204.7M | $203.5M | $1.2M | 3 | 200 |
| Mar 2015 | $204.7M | $203.5M | $1.2M | 3 | 200 |
| Apr 2014 | $197.1M | $195.8M | $1.3M | 2 | 200 |
| Mar 2014 | $197.1M | $195.8M | $1.3M | 2 | 200 |
| Mar 2013 | $162.9M | $161.9M | $975K | 3 | 200 |
| Mar 2012 | $156.3M | $155.6M | $680K | 1 | 200 |
| Mar 2012 | $156.3M | $155.6M | $680K | 1 | 200 |
| Mar 2011 | $150.1M | $149.4M | $699K | 5 | -- |
| Mar 2010 | $137.3M | $137M | $342K | 5 | -- |
| Oct 2009 | $174.3M | $169.2M | $5.1M | 5 | -- |
| Oct 2009 | $174.3M | $169.2M | $5.1M | 5 | -- |
| Sep 2009 | $174.3M | $169.2M | $5.1M | 5 | -- |
| Sep 2009 | $174.3M | $169.2M | $5.1M | 5 | -- |
| Mar 2009 | $199M | $0 | $199M | 5 | -- |
| Dec 2007 | $205.5M | $205.5M | $0 | 5 | -- |
| Mar 2007 | $205.5M | $205.5M | $0 | 5 | -- |
| Feb 2006 | $180M | $180M | $0 | 5 | -- |
| Sep 2005 | $161.7M | $161.7M | $0 | 5 | -- |
| Mar 2004 | $108.9M | $108.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$179.6M
Discretionary$177M
Non-Disc.$2.6M
Employees2
Clients1
DateNov 2024
Total AUM$158.1M
Discretionary$157.5M
Non-Disc.$656.2K
Employees2
Clients1
DateMar 2024
Total AUM$158.1M
Discretionary$157.5M
Non-Disc.$656.2K
Employees2
Clients1
DateMar 2023
Total AUM$138.5M
Discretionary$137.8M
Non-Disc.$779.5K
Employees2
Clients1
DateMar 2022
Total AUM$156M
Discretionary$155.1M
Non-Disc.$949.5K
Employees2
Clients1
DateMar 2021
Total AUM$129.4M
Discretionary$128.8M
Non-Disc.$600K
Employees2
Clients0
DateJul 2020
Total AUM$112.9M
Discretionary$112.3M
Non-Disc.$600K
Employees2
Clients0
DateMar 2020
Total AUM$112.9M
Discretionary$112.3M
Non-Disc.$600K
Employees2
Clients0
DateFeb 2019
Total AUM$101.9M
Discretionary$101.4M
Non-Disc.$467K
Employees1
Clients0
DateMar 2018
Total AUM$114.1M
Discretionary$113.7M
Non-Disc.$456.3K
Employees1
Clients0
DateMar 2017
Total AUM$108.7M
Discretionary$107.8M
Non-Disc.$930.7K
Employees2
Clients26
DateNov 2016
Total AUM$101.1M
Discretionary$100.2M
Non-Disc.$905.6K
Employees1
Clients200
DateOct 2016
Total AUM$101.1M
Discretionary$100.2M
Non-Disc.$905.6K
Employees1
Clients200
DateSep 2016
Total AUM$101.1M
Discretionary$100.2M
Non-Disc.$905.6K
Employees1
Clients200
DateJul 2016
Total AUM$101.1M
Discretionary$100.2M
Non-Disc.$905.6K
Employees2
Clients200
DateMar 2016
Total AUM$101.1M
Discretionary$100.2M
Non-Disc.$905.6K
Employees2
Clients200
DateNov 2015
Total AUM$204.7M
Discretionary$203.5M
Non-Disc.$1.2M
Employees3
Clients200
DateOct 2015
Total AUM$204.7M
Discretionary$203.5M
Non-Disc.$1.2M
Employees3
Clients200
DateMar 2015
Total AUM$204.7M
Discretionary$203.5M
Non-Disc.$1.2M
Employees3
Clients200
DateMar 2015
Total AUM$204.7M
Discretionary$203.5M
Non-Disc.$1.2M
Employees3
Clients200
DateApr 2014
Total AUM$197.1M
Discretionary$195.8M
Non-Disc.$1.3M
Employees2
Clients200
DateMar 2014
Total AUM$197.1M
Discretionary$195.8M
Non-Disc.$1.3M
Employees2
Clients200
DateMar 2013
Total AUM$162.9M
Discretionary$161.9M
Non-Disc.$975K
Employees3
Clients200
DateMar 2012
Total AUM$156.3M
Discretionary$155.6M
Non-Disc.$680K
Employees1
Clients200
DateMar 2012
Total AUM$156.3M
Discretionary$155.6M
Non-Disc.$680K
Employees1
Clients200
DateMar 2011
Total AUM$150.1M
Discretionary$149.4M
Non-Disc.$699K
Employees5
Clients--
DateMar 2010
Total AUM$137.3M
Discretionary$137M
Non-Disc.$342K
Employees5
Clients--
DateOct 2009
Total AUM$174.3M
Discretionary$169.2M
Non-Disc.$5.1M
Employees5
Clients--
DateOct 2009
Total AUM$174.3M
Discretionary$169.2M
Non-Disc.$5.1M
Employees5
Clients--
DateSep 2009
Total AUM$174.3M
Discretionary$169.2M
Non-Disc.$5.1M
Employees5
Clients--
DateSep 2009
Total AUM$174.3M
Discretionary$169.2M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2009
Total AUM$199M
Discretionary$0
Non-Disc.$199M
Employees5
Clients--
DateDec 2007
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$161.7M
Discretionary$161.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients--