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| Fortune 45 LLC
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|---|---|
| CRD # | 170693 |
| SEC # | 801-120997 |
| CIK # | 0001918707 |
| AUM | 237.7 M (2026-04-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 225-614-9599 |
| Address | 39309 Tommy Moore Rd Gonzales, LA 70737 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.6 | ||
| Apple Inc | 3.3 | ||
| Amazon Com Inc | 2.1 | ||
| Alphabet Inc | 2.1 | ||
| Facebook Inc | 1.6 | ||
| GE Vernova Inc | 1.2 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| Goldman Sachs Group Inc | 1.1 | ||
| O Reilly Automotive Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 621 | 139.7 |
| (b) Individuals (high net worth individuals) | 24 | 91.5 |
| (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 | 3 | 1.3 |
| (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 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,137 | 237.7 |
| By Discretionary | ||
| Discretionary | 1,137 | 237.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,137 | 237.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 236.1 | |
| Total | 1,137 | 237.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001918707] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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NJ | 238.1 M |
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Rachor Investment Advisory Services LLC
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Kelley Investments LLC
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238.0 M | |
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3J Capital Partners Ltd
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|
Golden Road Advisors LLC
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|
Lighthouse Wealth Management Inc
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Montcalm TCR LLC
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CA | 237.5 M |
|
Capital Financial Group Inc
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|
CO | 237.4 M |
|
Redemption Capital Partners LLC
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|
TX | 237.3 M |
|
North American Wealth Advisors Inc
✚
|
MN | 237.3 M |