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FORTUNE WEALTH MANAGEMENT, LLC
CRD 157832 · SEC 801-72503
5910 N. CENTRAL EXPY, SUITE 1599, DALLAS, TX, 75206, United States
Phone
972-716-8002
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.3M
Discretionary AUM
$387.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $63.9M |
| High net worth individuals | 101 | $323.1M |
| Pension/profit sharing plans | 2 | $9.3M |
States served
CA, GA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD