FW
Fortino Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 344088
· Overland Park, KS
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ADV data as of Oct 05, 2026
- Regulatory AUM
- $2
- Discretionary
- $2
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 1
AUM over time
$2
$2
Sep 16, 2026
Oct 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $2 | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 05, 2026.
View current Form ADV (SEC/IAPD) ↗