Fortune Wealth Management, LLC
Fortune Wealth Management, LLC is an SEC-registered wealth manager in Dallas, TX with $396.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Fortune Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157832, SEC 801-72503, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $396.3M (2026-02-02)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 201
- CRD
- 157832
- Ownership
- WHITE, SONJA, JO
How much AUM does Fortune Wealth Management, LLC have?
Fortune Wealth Management, LLC reported $396.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Fortune Wealth Management, LLC?
Disclosed owners and executives of Fortune Wealth Management, LLC include WHITE, SONJA, JO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.