Liam Gilroy
Fortis Wealth Management · Blowing Rock, North Carolina
Liam Gilroy is a fee-only financial advisor at Fortis Wealth Management in Blowing Rock, North Carolina. Fortis Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fortis Wealth Management |
|---|---|
| Based in | Blowing Rock, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $79.2M across 664 accounts |
| SEC registration | Investment adviser representative in CA, FL, LA, NC, PA, TX, VA, WA · CRD 6507551 |
| Exams passed | Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tonywinkels.com |
How Liam's firm compares
- Fortis Wealth Management's average account is about $119,000, from its Form ADV (assets managed divided by 664 accounts).
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Questions about Liam
Is Liam Gilroy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Liam holds no broker registration, and Fortis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Liam charge for financial advice?
Liam's firm, Fortis Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Liam Gilroy based?
Liam Gilroy is based in Blowing Rock, North Carolina.
Is Liam Gilroy registered with the SEC?
Yes. Liam Gilroy is registered as an investment adviser representative in CA, FL, LA, NC, PA, TX, VA and WA (CRD 6507551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortis Wealth Management manage?
Fortis Wealth Management reports $79.2M across 664 accounts in assets under management.
How do I contact Liam Gilroy?
Through Liam's website, www.tonywinkels.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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