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FORTERIS WEALTH MANAGEMENT, INC.

EIN 13-3723913-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
4
200 BUSINESS PARK DRIVE, SUITE 211 - ARMONK, NY 10504914-696-5300forteriswealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.9M - 4 part

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Retirement#001

FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN

401k

Assets$2.9M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN401k$2.9M42025
Retirement plans
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