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Fruitful Advisory, LLC

● SEC registered since 2022CRD 322603SEC# 801-126497New York, NY
Export (members)
Reg. AUM
$9.3M
Employees
40
Accounts
300
Location
New York, NY

Fruitful Advisory, LLC assets under management

Fruitful Advisory, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $9.3 million in regulatory assets under management and employs 40 people.
www.linkedin.com/company/fruitful-coView on SEC.gov ↗

Fruitful Advisory, LLC owners & executives

4 reported
NameTitleOwnershipSince
Chelsie Jade ForysChief Compliance OfficerUnder 5%2025
Fruitful Inc ControlOwnerOver 75%2024
Sam Lewis ControlPresidentUnder 5%2024
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Frequently asked questions

How much does Fruitful Advisory, LLC manage?

Fruitful Advisory, LLC reports $9.3 million in regulatory assets under management on its Form ADV.

How many employees does Fruitful Advisory, LLC have?

Fruitful Advisory, LLC reports 40 employees.

Where is Fruitful Advisory, LLC located?

Fruitful Advisory, LLC is based in New York, NY and has been SEC-registered since 2022.

Does Fruitful Advisory, LLC disclose fund performance?

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

Contact & registration

Address335 Madison Ave., 3rd Fl, New York, NY 10017
Phone833-784-8050
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$9.3M
Non-discretionary$0
Total (RAUM)$9.3M