Joseph Lance Foley
Investment adviser representative at Fortiter Wealth Management, LLC
19 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
19 years in the industry.
- Fortiter Wealth Management, LLCMay 2024 to now
- First Trust Portfolios L.P.Aug 2007 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5417602
- Firm CRD
- 169577