FORTIS ADVISORS, LLC
CRD #164498 SEC #801-80177 WAYNE, PA 610-313-0910
SEC Registered Private Funds
Total AUM
$508.4M
Discretionary
$385.2M
Employees
6
Clients
51
Accounts
336
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| BOLES, DEREK, BROCK | I | PRESIDENT | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, COLLEEN, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TOPLEY, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WOWAK, JONATHAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOWAK, JONATHAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOWAK, JONATHAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOWAK, JONATHAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS PARTNERS, LP | DE | SOLE MANAGING MEMBER | E | Control |
| FORTIS PARTNERS, LP | DE | SOLE MANAGING MEMBER | E | Control |
| FORTIS PARTNERS, LP | DE | SOLE MANAGING MEMBER | E | Control |
| FORTIS PARTNERS, LP | DE | SOLE MANAGING MEMBER | E | Control |
| FORTIS PARTNERS, LP | DE | SOLE MANAGING MEMBER | E | Control |
| FORTIS PARTNERS, LP | DE | SOLE MANAGING MEMBER | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | SOLE MANAGING MEMBER | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | HOLDING COMPANY | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
| FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | DE | HOLDING COMPANY/MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FORTIS PARTNERS, LLC | DE | FORTIS PARTNERS, LP | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS PARTNERS, LP | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS PARTNERS, LP | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS PARTNERS, LP | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS PARTNERS, LP | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS PARTNERS, LP | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS PARTNERS, LP | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| FORTIS PARTNERS, LLC | DE | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LP | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LLC | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | F | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LP | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LP | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LP | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LP | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LP | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LP | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LP | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS PARTNERS, LLC | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| BOLES, DEREK, BROCK | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LP | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LP | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LP | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LP | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LP | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LP | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LP | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS PARTNERS, LLC | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| CHERNY, BRYAN, STEEL | I | FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | C | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LP | C | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LP | C | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LP | C | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LP | C | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LP | C | Control |
| HUBSCHMIDT, RANDALL, SCOT | I | FORTIS PARTNERS, LP | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (6)
CO FL IL NJ NY PA
Address
656 E. SWEDESFORD ROADSUITE 330
WAYNE, PA 19087
United States
Phone: 610-313-0910