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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FORTE ASSET MANAGEMENT, LLC

CRD 132969

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:779207f2-df06-c059-00b0-9ca2c1972ec5

Data as of Mar 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 0
Observed: Feb 14, 2012 to Mar 1, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $315MItem 5.F on the latest filing (2026-03-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $315M
Private client RAUM: $284MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $315Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 153
Individual clients: 24
High net worth clients: 33
Custody, client assets: $211M
SEC number: 801-64405
CRD: 132969
Filings on the tape: 20
First filed: Feb 14, 2012
Latest filed: Mar 1, 2026
Organised: Limited Liability Company, NY
Website: forteassets.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY IRELAND LOW	n/a	BEDFORD, NY	4	33	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACRISURE HOLDINGS, INC.	100% OF SINGLE CLASS OF MEMBERSHIP INTEREST	E	yes	02/2013	Nov 26, 2024	Nov 26, 2024
ACRISURE INTERMEDIATE, INC.	100% OF SINGLE CLASS OF MEMBERSHIP INTEREST	E	yes	02/2013	Nov 26, 2024	Nov 26, 2024
ACRISURE, LLC	Owner	E	yes	11/2024	Nov 26, 2024	Nov 26, 2024
FOLEY, RYAN, GERARD	EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY	Na	yes	12/2024	Nov 26, 2024	Nov 26, 2024
KOLENDA, COURTNEY, LYNNE	VICE PRESIDENT OF LICENSING	Na	yes	11/2024	Nov 26, 2024	Nov 26, 2024
LOW, TIMOTHY, IRELAND	CHIEF COMPLIANCE OFFICER	Na	yes	04/2005	Feb 14, 2012	Nov 26, 2024
Miller, Aaron	EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER	Na	yes	12/2024	Nov 26, 2024	Nov 26, 2024
Snyder, Kent	VICE PRESIDENT OF FINANCE AND CAPITAL MARKETS & TREASURER	Na	yes	11/2024	Nov 26, 2024	Nov 26, 2024
Tuttle, John	President	Na	yes	12/2024	Nov 26, 2024	Nov 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 1, 2026	$315M	$315M	2	1	0	n/a	n/a
2024	Feb 25, 2025	$239M	$239M	2	2	0	n/a	n/a
2023	Feb 13, 2024	$223M	$223M	2	2	0	n/a	n/a
2022	Jan 9, 2023	$186M	$186M	2	2	0	n/a	n/a
2021	Jan 4, 2022	$220M	$220M	2	1	0	n/a	n/a
2020	Jan 12, 2021	$189M	$189M	2	1	0	n/a	n/a
2019	Jan 12, 2020	$180M	$180M	2	1	0	n/a	n/a
2018	Mar 6, 2019	$158M	$158M	2	1	0	n/a	n/a
2017	Jan 4, 2018	$180M	$180M	1	1	0	n/a	n/a
2016	Jan 19, 2017	$183M	$183M	1	1	n/a	n/a	n/a
2015	Feb 1, 2016	$139M	$139M	1	1	n/a	n/a	n/a
2014	Jan 30, 2015	$125M	$125M	1	1	n/a	n/a	n/a
2013	Feb 11, 2014	$115M	$115M	1	1	n/a	n/a	n/a
2012	Jan 28, 2013	$103M	$103M	1	1	n/a	n/a	n/a
2011	Feb 14, 2012	$81.9M	$81.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$315M	$239M	31.7%	$186M	19.3%	2	2	0	0

Relationships

Registered with (1)

← TIMOTHY IRELAND LOWAdvisorregistration: current employment
Apr 21, 2022 to presentfactForm ADV

Controls (8)

← LOW, TIMOTHY, IRELANDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 14, 2012 to Nov 26, 2024factForm ADV
← FOLEY, RYAN, GERARDOwnerEXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY, ownership code NA, individual
Nov 26, 2024 to Nov 26, 2024factForm ADV
← KOLENDA, COURTNEY, LYNNEOwnerVICE PRESIDENT OF LICENSING, ownership code NA, individual
Nov 26, 2024 to Nov 26, 2024factForm ADV
← Tuttle, JohnOwnerPRESIDENT, ownership code NA, individual
Nov 26, 2024 to Nov 26, 2024factForm ADV
← Miller, AaronOwnerEXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER, ownership code NA, individual
Nov 26, 2024 to Nov 26, 2024factForm ADV
← Snyder, KentOwnerVICE PRESIDENT OF FINANCE AND CAPITAL MARKETS & TREASURER, ownership code NA, individual
Nov 26, 2024 to Nov 26, 2024factForm ADV
← ACRISURE HOLDINGS, INC.Owner100% OF SINGLE CLASS OF MEMBERSHIP INTEREST, ownership code E, domestic entity
Nov 26, 2024 to Nov 26, 2024factForm ADV
← ACRISURE INTERMEDIATE, INC.Owner100% OF SINGLE CLASS OF MEMBERSHIP INTEREST, ownership code E, domestic entity
Nov 26, 2024 to Nov 26, 2024factForm ADV

Dated events

Occurred
Nov 26, 2024
Control person joined
John Tuttle (President) appeared on Schedule A of Forte Asset Management, Llc
Form ADVobserved 3 days ago
Occurred
Nov 26, 2024
Control person joined
Aaron Miller (Executive Vice President & Chief Financial Officer) appeared on Schedule A of Forte Asset Management, Llc
Form ADVobserved 3 days ago
Occurred
Nov 26, 2024
Control person joined
Gerard Ryan Foley (Executive Vice President, Chief Legal Officer & Secretary) appeared on Schedule A of Forte Asset Management, Llc
Form ADVobserved 3 days ago
Occurred
Nov 26, 2024
Control person joined
Kent Snyder (Vice President Of Finance And Capital Markets & Treasurer) appeared on Schedule A of Forte Asset Management, Llc
Form ADVobserved 3 days ago
Occurred
Nov 26, 2024
Control person joined
Lynne Courtney Kolenda (Vice President Of Licensing) appeared on Schedule A of Forte Asset Management, Llc
Form ADVobserved 3 days ago
Occurred
Jan 9, 2023
Control person left
M Loriann Low (Partner/Chief Compliance Officer) no longer on Schedule A of Forte Asset Management, Llc (listed 2022-05-09, absent 2023-01-09)
Form ADVobserved 3 days ago
Occurred
May 9, 2022
Control person joined
M Loriann Low (Partner/Chief Compliance Officer) appeared on Schedule A of Forte Asset Management, Llc
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:779207f2-df06-c059-00b0-9ca2c1972ec5
First observed: Feb 14, 2012
Last observed: Mar 1, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORTE ASSET MANAGEMENT, LLC

CRD 132969

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:779207f2-df06-c059-00b0-9ca2c1972ec5

Data as of Mar 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY IRELAND LOW

n/a

BEDFORD, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACRISURE HOLDINGS, INC.

100% OF SINGLE CLASS OF MEMBERSHIP INTEREST

yes

02/2013

Nov 26, 2024

ACRISURE INTERMEDIATE, INC.

100% OF SINGLE CLASS OF MEMBERSHIP INTEREST

yes

02/2013

Nov 26, 2024

ACRISURE, LLC

Owner

yes

11/2024

Nov 26, 2024

FOLEY, RYAN, GERARD

EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY

yes

12/2024

Nov 26, 2024

KOLENDA, COURTNEY, LYNNE

VICE PRESIDENT OF LICENSING

yes

11/2024

Nov 26, 2024

LOW, TIMOTHY, IRELAND

CHIEF COMPLIANCE OFFICER

yes

04/2005

Feb 14, 2012

Nov 26, 2024

Miller, Aaron

EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER

yes

12/2024

Nov 26, 2024

Snyder, Kent

VICE PRESIDENT OF FINANCE AND CAPITAL MARKETS & TREASURER

yes

11/2024

Nov 26, 2024

Tuttle, John

President

yes

12/2024

Nov 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 1, 2026

$315M

n/a

2024

Feb 25, 2025

$239M

n/a

2023

Feb 13, 2024

$223M

n/a

2022

Jan 9, 2023

$186M

n/a

2021

Jan 4, 2022

$220M

n/a

2020

Jan 12, 2021

$189M

n/a

2019

Jan 12, 2020

$180M

n/a

2018

Mar 6, 2019

$158M

n/a

2017

Jan 4, 2018

$180M

n/a

2016

Jan 19, 2017

$183M

n/a

2015

Feb 1, 2016

$139M

n/a

2014

Jan 30, 2015

$125M

n/a

2013

Feb 11, 2014

$115M

n/a

2012

Jan 28, 2013

$103M

n/a

2011

Feb 14, 2012

$81.9M

$81.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$315M

$239M

31.7%

$186M

19.3%