Wyatt Mitchell Warberg
Investment adviser representative at Fortis Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Fortis Capital Advisors, LLCJan 2026 to now
- LPL Financial LLCSep 2022 to Dec 2025
- New York LifeMay 2022 to Jun 2022
- Salt Lake City Young LifeApr 2021 to Aug 2022
- University of Utah Finance DepartmentSep 2020 to May 2022
- University of UtahAug 2018 to May 2022
- Fort Collins High SchoolAug 2014 to May 2018
- Reliable Power ConsultantsMay 2014 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Fortis Capital Advisors, LLC
$1.6BAssets managed
2,171Clients
70Advisers
6 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
- 7537927
- Firm CRD
- 309709