FORTIS PRIVATE WEALTH ADVISORS, LLC
CRD #304494 SEC #801-116951 MIAMI, FL 305-416-9093
SEC Registered
Total AUM
$112.5M
Discretionary
$112.5M
Employees
4
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $112.5M | $112.5M | $0 | 4 | 0 |
| Jul 2024 | $91.2M | $91.2M | $0 | 3 | 0 |
| Mar 2024 | $91.2M | $91.2M | $0 | 3 | 0 |
| Oct 2023 | $106.5M | $106.5M | $0 | 3 | 0 |
| Mar 2023 | $106.5M | $106.5M | $0 | 4 | 0 |
| Mar 2022 | $105.7M | $105.7M | $0 | 4 | 0 |
| Jan 2022 | $97.3M | $97.3M | $0 | 3 | 0 |
| Mar 2021 | $97.3M | $97.3M | $0 | 3 | 0 |
| Jun 2020 | $94.3M | $94.3M | $0 | 3 | 0 |
| Mar 2020 | $94.3M | $94.3M | $0 | 3 | 0 |
| Nov 2019 | $93.4M | $93.4M | $0 | 3 | 0 |
| Nov 2019 | $93.4M | $93.4M | $0 | 3 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0