FORTIUS WEALTH MANAGEMENT LLC
CRD #141485 SEC #801-67136 ALPINE, UT 801-216-4599
SEC Registered
Total AUM
$27.5M
Discretionary
$26.2M
Employees
1
Clients
0
Accounts
125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $27.5M | $26.2M | $1.3M | 1 | 26 |
| Apr 2011 | $28.1M | $26.9M | $1.2M | 5 | -- |
| Mar 2010 | $25.9M | $24.8M | $1.1M | 5 | -- |
| Mar 2009 | $26.4M | $25.3M | $1.1M | 5 | -- |
| May 2007 | $25.1M | $25.1M | $0 | 5 | -- |
| Apr 2007 | $24M | $24M | $0 | 5 | -- |
DateMar 2012
Total AUM$27.5M
Discretionary$26.2M
Non-Disc.$1.3M
Employees1
Clients26
DateApr 2011
Total AUM$28.1M
Discretionary$26.9M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2010
Total AUM$25.9M
Discretionary$24.8M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2009
Total AUM$26.4M
Discretionary$25.3M
Non-Disc.$1.1M
Employees5
Clients--
DateMay 2007
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees5
Clients--