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Lynn Vincent Elliott

Investment adviser representative at Fortiter Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$379.9MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Fortiter Wealth Management, LLCAug 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fortiter Wealth Management, LLC

$379.9MAssets managed
51Clients
3Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4243505
Firm CRD
169577
Advisor's SEC record (opens in a new tab)
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