Forteris Wealth Management, Inc.

CRD 108314 · Armonk, NY · $219.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 108314
SEC number: 801-44613
Firm type: RIA
Assets under management: $219.0M as of Mar 16, 2026
Website: www.linkedin.com/COMPANY/FORTERIS-WEALTH-MANAGEMENT ↗
Phone: 914-696-5300
Address: 200 Business Park Drive, Armonk, NY, 10504

Advisors at this firm

2 in our index · page 1 of 1

Jay Warren FurstCRD 1775883 · Armonk, NY

IA Registered
Brett N FryCRD 5859465 · Dallas, TX

IA Registered

Source & corrections

Where this page comes from

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