CCO / Managing Member · Fortiter Wealth Management, LLC
Lynn V. Elliott
CRD 4243505 · Named on Form ADV at one SEC-registered adviser
At a glance
Fortiter Wealth Management, LLC, an SEC-registered wealth manager based in Houston, TX with $380 million in regulatory assets, lists Lynn V. Elliott on its Form ADV as CCO / Managing Member, a control person.
Firms and roles
- Fortiter Wealth Management, LLCCCO / Managing MemberWealth manager · Houston, TX · $380M in regulatory assets
AtlasMembers
Lynn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.