Fortune Financial Advisors, LLC
Fortune Financial Advisors, LLC is an SEC-registered wealth manager in Overland Park, KS with $322.6M assets under management (AUM, regulatory AUM), +59% over one year. See who owns Fortune Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145799, SEC 801-78728, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $322.6M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Overland Park, KS
- Employees
- 6
- Clients
- 206
- CRD
- 145799
- Ownership
- WALLACE, DENNIS, LEON; HAMTIL, LAWRENCE, EDWARD; NOLAND, ROXANNA, MICHELLE
How much AUM does Fortune Financial Advisors, LLC have?
Fortune Financial Advisors, LLC reported $322.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Fortune Financial Advisors, LLC?
Disclosed owners and executives of Fortune Financial Advisors, LLC include WALLACE, DENNIS, LEON, HAMTIL, LAWRENCE, EDWARD, NOLAND, ROXANNA, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.