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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fortune Wealth Management LLC
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|---|---|
| CRD # | 157832 |
| SEC # | 801-72503 |
| CIK # | |
| AUM | $343.5 M (2025-04-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 972-716-8002 |
| Address | 5910 N Central Expy Dallas, TX 75206 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 54.5 |
| (b) Individuals (high net worth individuals) | 93 | 286.8 |
| (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 | 3 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 343.5 |
| By Discretionary | ||
| Discretionary | 203 | 341.3 |
| Non-Discretionary | 3 | 2.2 |
| Total | 206 | 343.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.5 | |
| Total | 206 | 343.5 |
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|---|---|---|
|
Familywealth Advisers LLC
✚
|
FL | 0.3 |
|
Copper Financial Network LLC
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KS | 0.3 |
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Realta Investment Advisors Inc
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DE | 0.3 |
|
O'Donnell Financial Services LLC
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CA | 0.3 |
|
Wolff Wiese Magana LLC
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CA | 0.3 |
|
Smedley Financial Services Inc
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UT | 0.3 |
|
One Degree Advisors Inc
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|
CA | 0.3 |
|
Brooklyn FI LLC
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|
NY | 0.3 |
|
Pinnacle Family Advisors LLC
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|
MO | 0.3 |
|
Alternative Investment Advisors LLC
✚
|
FL | 0.3 |