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
Firm Details
- Organization Type
- Other (specify) (S-CORP)
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COSTA, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COSTA, CHERYL, ANN | I | PRINCIPAL | NA | Control |
| COSTA, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COSTA, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COSTA, CHERYL, ANN | I | PRINCIPAL | NA | Control |
| COSTA, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | FOUNDING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | Control |
| FURST, JAY, WARREN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | Control |
| WEITZMAN, MATTHEW, D | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WEITZMAN, MATTHEW, D | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WEITZMAN, MATTHEW, D | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WEITZMAN, MATTHEW, D | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WEITZMAN, MATTHEW, D | I | PRINCIPAL | C | Control |
| WEITZMAN, MATTHEW, D | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| WEITZMAN, MATTHEW, D | I | SHAREHOLDER | C | Control |
| WEITZMAN, MATTHEW, DANIEL | I | SHAREHOLDER | C | Control |
| WEITZMAN, MATTHEW, DANIEL | I | SHAREHOLDER | C | Control |
| WEITZMAN, MATTHEW, DANIEL | I | SHAREHOLDER | C | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (11)
CA CO CT FL LA MA NE NH NJ NY TX
Address
200 BUSINESS PARK DRIVESUITE 211
ARMONK, NY 10504
United States
Phone: 914-696-5300