# Fortis Private Wealth Advisors

Fortis Private Wealth Advisors is a Bank / Wealth / Trust based in Miami, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** fortispw.co.uk
- **LinkedIn:** https://www.linkedin.com/company/fortisprivatewealthadvisors

## Regulatory record

- **CRD number:** 304494
- **SEC file number:** 801-116951
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304494

## About

Fortis Private Wealth Advisors is an SEC-registered investment adviser in Miami, FL, registered since 2019. The firm manages $124 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Fortis Private Wealth Advisors?

The firm does not publicly identify its key decision-makers or investment committee. Boutique wealth managers of this type are often led by a small group of founding partners who act as the primary relationship managers and set the firm's asset-allocation strategy. Without formal disclosure, the specific governance model remains private.

### Does Fortis Private Wealth Advisors manage discretionary portfolios or operate on a non-discretionary advisory basis?

The firm's specific registration status and the balance between discretionary and non-discretionary mandates are not publicly documented. Many Miami-based private wealth advisors offer both models, constructing unified managed accounts for some family clients while providing trade execution and strategic guidance for others who retain final decision authority.

### What is Fortis Private Wealth Advisors' posture on cross-border wealth structuring?

Cross-border structuring is a foundational competency inferred from the firm's location. Miami is a dominant hub for advising families with pre-existing Latin American wealth, and local wealth managers routinely deal with multi-jurisdictional estates, trusts, and tax treaties. Fortis's service set almost certainly includes facilitating compliant structures for families with assets held across multiple jurisdictions.

## Related profiles

- [Fortis Inc.](https://altss.com/profile/fortis-inc)
- [FortisBC Pension Plan](https://altss.com/profile/fortisbc-pension-plan)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fortis-private-wealth-advisors

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