Fortune Financial Advisors, LLC
● SEC registered since 2013CRD 145799SEC# 801-78728Overland Park, KS
Reg. AUM
$322.6M
Employees
6
Accounts
610
Location
Overland Park, KS
About Fortune Financial Advisors
Fortune Financial Advisors offers comprehensive wealth management and retirement planning with particular attention to federal employee benefits, Social Security, healthcare costs, and life planning issues. It also addresses NUA and locating old retirement accounts.
Summary based on the firm’s website.
Fortune Financial Advisors, LLC assets under management
Fortune Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 2013. It reports $322.6 million in regulatory assets under management and employs 6 people.
Fortune Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Leon Wallace Control | Managing Partner / Ceo / Cco | Over 75% | 2007 |
| Lawrence Edward Hamtil Control | Member, Cio | 10-25% | 2007 |
| Roxanna Michelle Noland Control | Member | 10-25% | 2007 |
Frequently asked questions
How much does Fortune Financial Advisors, LLC manage?
Fortune Financial Advisors, LLC reports $322.6 million in regulatory assets under management on its Form ADV.
How many employees does Fortune Financial Advisors, LLC have?
Fortune Financial Advisors, LLC reports 6 employees.
Where is Fortune Financial Advisors, LLC located?
Fortune Financial Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2013.
Does Fortune Financial Advisors, LLC disclose fund performance?
Fortune Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11600 College Blvd, Suite 225, Overland Park, KS 66210 |
| Phone | 913-393-0038 |
| Fax | 913-563-4404 |
| Office hours | 8:30 To 4:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322.6M▲ 59%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$322.6Mregulatory AUM
Discretionary $313.4MNon-discretionary $9.2M