Fortune Wealth Management, LLC
● SEC registered since 2011CRD 157832SEC# 801-72503Dallas, TX
Reg. AUM
$396.3M
Employees
3
Accounts
199
Location
Dallas, TX
Fortune Wealth Management, LLC assets under management
Fortune Wealth Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2011. It reports $396.3 million in regulatory assets under management and employs 3 people.
Fortune Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sonja Jo White Control | Owner And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Fortune Wealth Management, LLC manage?
Fortune Wealth Management, LLC reports $396.3 million in regulatory assets under management on its Form ADV.
How many employees does Fortune Wealth Management, LLC have?
Fortune Wealth Management, LLC reports 3 employees.
Where is Fortune Wealth Management, LLC located?
Fortune Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2011.
Does Fortune Wealth Management, LLC disclose fund performance?
Fortune Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5910 N. Central Expy, Suite 1599, Dallas, TX 75206 |
| Phone | 972-716-8002 |
| Office hours | 8:15 a.m. To 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396.3M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$396.3Mregulatory AUM
Discretionary $387MNon-discretionary $9.3M