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Fortune Wealth Management, LLC

● SEC registered since 2011CRD 157832SEC# 801-72503Dallas, TX
Export (members)
Reg. AUM
$343.5M
Employees
3
Accounts
206
Location
Dallas, TX

Fortune Wealth Management, LLC assets under management

Fortune Wealth Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2011. It reports $343.5 million in regulatory assets under management and employs 3 people.
www.fortunewealthmanagement.comView on SEC.gov ↗

Fortune Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sonja Jo White ControlOwner And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Fortune Wealth Management, LLC manage?

Fortune Wealth Management, LLC reports $343.5 million in regulatory assets under management on its Form ADV.

How many employees does Fortune Wealth Management, LLC have?

Fortune Wealth Management, LLC reports 3 employees.

Where is Fortune Wealth Management, LLC located?

Fortune Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2011.

Does Fortune Wealth Management, LLC disclose fund performance?

Fortune Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5910 N. Central Expy, Suite 1599, Dallas, TX 75206
Phone972-716-8002
Office hours8:15 a.m. To 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$341.3M
Non-discretionary$2.2M
Total (RAUM)$343.5M