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| Fortune 45 LLC
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|---|---|
| CRD # | 170693 |
| SEC # | 801-120997 |
| CIK # | 0001918707 |
| AUM | $188.7 M (2025-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 225-614-9599 |
| Address | 39309 Tommy Moore Rd Gonzales, LA 70737 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.2 | ||
| Amazon Com Inc | 3.3 | ||
| Apple Inc | 3.2 | ||
| Facebook Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Tesla Motors Inc | 1.3 | ||
| Goldman Sachs Group Inc | 0.8 | ||
| Home Depot Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 499 | 59.5 |
| (b) Individuals (high net worth individuals) | 96 | 123.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 997 | 188.7 |
| By Discretionary | ||
| Discretionary | 997 | 188.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 997 | 188.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 187.4 | |
| Total | 997 | 188.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001918707] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MIAI Inc
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|
TX | 0.2 |
|
Inman Jager Wealth Management LLC
✚
|
MS | 0.2 |
|
Copper Beech Financial Group LLC
✚
|
NJ | 0.2 |
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 0.2 |
|
Power Asset Management LLC
✚
|
CA | 0.2 |
|
Foster & Wood Inc
✚
|
OR | 0.2 |
|
Inflection Capital Management LLC
✚
|
CA | 0.2 |
|
Mindful Wealth LLC
✚
|
IL | 0.2 |
|
Geneva Financial Group LLC
✚
|
NJ | 0.2 |
|
Baring Financial LLC
✚
|
WA | 0.2 |