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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$124MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$124M

Private client RAUM

$124MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$124Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

15

Individual clients

2

High net worth clients

7

SEC number

801-116951

CRD

304494

Filings on the tape

14

First filed

Jun 12, 2019

Latest filed

Mar 20, 2026

Organised

Limited Liability Company, FL

• Occurred

  Jun 12, 2019
  First Form ADV filing

  Fortis Private Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4b090cb-d4c5-f6bd-e54d-487b824c1f63

First observed

Jun 12, 2019

Last observed

Mar 20, 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.