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Forteris Wealth Management
Forteris Wealth Management is an SEC-registered investment adviser in ARMONK, NY, registered since 1993. The firm manages $219 million in assets, $217 million...
Forteris Wealth Management
Forteris Wealth Management is an SEC-registered investment adviser in ARMONK, NY, registered since 1993. The firm manages $219 million in assets, $217 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Armonk, NY, United States
Frequently asked questions
What differentiates Forteris from a traditional brokerage firm?
As an advisory firm, Forteris is compensated through fees tied to assets under management rather than transaction commissions or product markups. This compensation structure removes the incentive to churn portfolios or push proprietary funds. For clients accustomed to wirehouse brokerage models, this represents a governance shift toward fiduciary-aligned advice (public record).
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