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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIMONS, RICHARD, DARREN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, RICHARD, DARREN | I | MEMBER | E | Control |
| SIMONS, RICHARD, DARREN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, RICHARD, DARREN | I | MEMBER | E | Control |
| SIMONS, RICHARD, DARREN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, RICHARD, DARREN | I | MEMBER | E | Control |
| SIMONS, RICHARD, DARREN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, RICHARD, DARREN | I | MEMBER | E | Control |
| SIMONS, RICHARD, DARREN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, RICHARD, DARREN | I | MEMBER | E | Control |
| SIMONS, RICHARD, DARREN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, RICHARD, DARREN | I | MEMBER | E | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (3)
AK TX UT
Address
40 W MAIN ST COURTSUITE 250D
ALPINE, UT 84004
United States
Phone: 801-216-4599