Dakota
Dakota
Book a Demo
Talk to an Expert

Forta Wealth Partners

EST. AUM
$900,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website fortawealth.com
Client types

Overview

Forta Wealth Partners is an Indianapolis-based independent wealth management firm that operates as a specialized team under the Elevation Point Wealth Partners umbrella. Formed by veteran advisors formerly with Merrill Lynch, Forta focuses on providing trust-based, fiduciary guidance to high-net-worth families and individuals. The firm emphasizes "financial confidence" through a collaborative planning process that integrates a client’s values with their long-term legacy goals. As an independent practice, they prioritize transparent, product-agnostic advice over the commission-based models of traditional parent companies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy