# Forteris Wealth Management

Forteris Wealth Management is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Armonk, NY, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** www.forteriswealth.com
- **LinkedIn:** https://www.linkedin.com/company/forteris-wealth-management

## Regulatory record

- **CRD number:** 108314
- **SEC file number:** 801-44613
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108314

## About

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.

## 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).

## Related profiles

- [Fortem Financial Group](https://altss.com/profile/fortem-financial-group)
- [Fortescue Future Industries](https://altss.com/profile/fortescue-future-industries)

---

Last updated: 2026-07-08T21:58:59.096Z

Canonical page: https://altss.com/profile/forteris-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology