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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 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 |
|---|---|---|---|---|
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| ELLIOTT, LYNN, VINCENT | I | CCO / MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Jul 11, 2025 REGISTERED
Notice Filings (2)
DE TX
Address
1980 POST OAK BLVD.SUITE 2100
HOUSTON, TX 77056
United States
Phone: (832) 941-1234