FORTITER WEALTH MANAGEMENT, LLC
CRD #169577 SEC #801-78931 HOUSTON, TX (832) 941-1234
SEC Registered
Total AUM
$342.6M
Discretionary
$342.6M
Employees
4
Clients
0
Accounts
248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $342.6M | $342.6M | $0 | 4 | 0 |
| May 2025 | $342.6M | $342.6M | $0 | 4 | 0 |
| Feb 2025 | $342.6M | $342.6M | $0 | 4 | 0 |
| Feb 2024 | $326.6M | $326.6M | $0 | 3 | 0 |
| Jan 2023 | $298.5M | $295.4M | $3.1M | 3 | 0 |
| Nov 2022 | $389.4M | $389.4M | $0 | 3 | 0 |
| Sep 2022 | $389.4M | $389.4M | $0 | 3 | 0 |
| Jul 2022 | $389.4M | $389.4M | $0 | 3 | 0 |
| Jan 2022 | $389.4M | $389.4M | $0 | 3 | 0 |
| Nov 2021 | $326.5M | $324.3M | $2.2M | 3 | 0 |
| Feb 2021 | $326.5M | $324.3M | $2.2M | 3 | 0 |
| Oct 2020 | $298.8M | $296.5M | $2.3M | 4 | 0 |
| Jun 2020 | $298.8M | $296.5M | $2.3M | 4 | 0 |
| May 2020 | $298.8M | $296.5M | $2.3M | 4 | 0 |
| Feb 2020 | $298.8M | $296.5M | $2.3M | 4 | 0 |
| Feb 2019 | $246.2M | $242.7M | $3.5M | 5 | 0 |
| Dec 2018 | $256.6M | $248.8M | $7.8M | 5 | 0 |
| Mar 2018 | $256.6M | $248.8M | $7.8M | 5 | 0 |
| Mar 2017 | $174.2M | $169.7M | $4.5M | 6 | 11 |
| Jan 2017 | $121M | $120.8M | $242.7K | 4 | 11 |
| Feb 2016 | $121M | $120.8M | $242.7K | 4 | 11 |
| Feb 2015 | $139.6M | $139.6M | $0 | 4 | 11 |
| Oct 2014 | $145.5M | $145.5M | $0 | 4 | 0 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
DateJul 2025
Total AUM$342.6M
Discretionary$342.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$342.6M
Discretionary$342.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$342.6M
Discretionary$342.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$298.5M
Discretionary$295.4M
Non-Disc.$3.1M
Employees3
Clients0
DateNov 2022
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$326.5M
Discretionary$324.3M
Non-Disc.$2.2M
Employees3
Clients0
DateFeb 2021
Total AUM$326.5M
Discretionary$324.3M
Non-Disc.$2.2M
Employees3
Clients0
DateOct 2020
Total AUM$298.8M
Discretionary$296.5M
Non-Disc.$2.3M
Employees4
Clients0
DateJun 2020
Total AUM$298.8M
Discretionary$296.5M
Non-Disc.$2.3M
Employees4
Clients0
DateMay 2020
Total AUM$298.8M
Discretionary$296.5M
Non-Disc.$2.3M
Employees4
Clients0
DateFeb 2020
Total AUM$298.8M
Discretionary$296.5M
Non-Disc.$2.3M
Employees4
Clients0
DateFeb 2019
Total AUM$246.2M
Discretionary$242.7M
Non-Disc.$3.5M
Employees5
Clients0
DateDec 2018
Total AUM$256.6M
Discretionary$248.8M
Non-Disc.$7.8M
Employees5
Clients0
DateMar 2018
Total AUM$256.6M
Discretionary$248.8M
Non-Disc.$7.8M
Employees5
Clients0
DateMar 2017
Total AUM$174.2M
Discretionary$169.7M
Non-Disc.$4.5M
Employees6
Clients11
DateJan 2017
Total AUM$121M
Discretionary$120.8M
Non-Disc.$242.7K
Employees4
Clients11
DateFeb 2016
Total AUM$121M
Discretionary$120.8M
Non-Disc.$242.7K
Employees4
Clients11
DateFeb 2015
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees4
Clients11
DateOct 2014
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0