Fortiter Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortiter Wealth Management is a registered investment adviser that serves high‑net‑worth and individual clients, as well as trusts, pension and profit‑sharing plans and corporate entities. The firm offers comprehensive portfolio management, financial planning, portfolio monitoring and retirement plan consulting, and uses third‑party sub‑advisors to assist with implementation.
The firm combines fundamental analysis and Modern Portfolio Theory to construct diversified portfolios of individual stocks, bonds, ETFs, mutual funds, options and alternative investments, and it manages many accounts through proprietary model portfolios. Fortiter discloses that it may purchase securities on margin and employ borrowing in separately managed accounts, and it conducts regular monitoring and rebalancing of client portfolios.
Distinctive features include the firm’s explicit use of margin/borrowing in client accounts — and the fact that advisory fees are billed on securities purchased on margin — a practice the brochure notes is uncommon among similar supported firms. Fortiter manages about $380 million in discretionary assets for roughly 51 clients with three advisors, and it accesses alternative investments via the GLASfunds platform while relying on Fidelity’s institutional platform and independent managers for execution and custody.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.13% $1,000,001 - $5,000,000: 0.83% $5,000,001 - $10,000,000: 0.58% $10,000,001+: 0.53%
Main office
1980 Post Oak Blvd., Suite 2100
Houston TX 77056
Advisors at this office
3
Most active in
Texas
Also doing business as
Fortiter Wealth Management, LLC · Heidi Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lynn E
Series 66
Houston, TX
Fortiter Wealth Management, LLC
Lynn Elliott is a financial advisor at Fortiter Wealth Management, LLC in Houston, TX, with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Deutsche Bank Securities Inc. and AllianceBernstein L.P. Elliott is co-owner of a family-owned land entity as part of estate planning. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to build diversified portfolios, using third-party sub-advisors and proprietary model portfolios, and is notable for its use of margin and borrowing in client accounts.
Joseph F
Series 66
Houston, TX
Fortiter Wealth Management, LLC
Joseph Foley is a financial advisor at Fortiter Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and worked at First Trust Portfolios L.P. for 17 years before joining Fortiter Wealth Management in 2024. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build diversified portfolios and employs third-party sub-advisors and proprietary model portfolios to assist with implementation.
William B
CFA®, Series 63, Series 65
Houston, TX
Fortiter Wealth Management, LLC
William Berger is a CFA® charterholder with 18 years of industry experience. He has been with Fortiter Wealth Management, LLC since 2016 and previously worked at Paul Comstock Partners and Vaughan Nelson Investment Management, L.P. He is based in Houston, TX. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to manage diversified portfolios and employs third-party sub-advisors and proprietary model portfolios in its investment approach.
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