RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGERE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGERE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGERE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control
SANTIAGO, LETICIA, LAURAICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORE Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (1)

FL

Address

6100 BLUE LAGOON DRIVE
SUITE 160
MIAMI, FL 33126
United States
Phone: 305-416-9093