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FORTUNE WEALTH MANAGEMENT, LLC
5910 N. Central Expy
Suite 1599
Dallas, Texas 75206
Tel: 972-716-8002
About FORTUNE WEALTH MANAGEMENT, LLC
FORTUNE WEALTH MANAGEMENT, LLC, formally registered with the SEC as FORTUNE WEALTH MANAGEMENT, LLC. The firm was established in 06/27/2011. They have over 1 offices throughout the country.
FORTUNE WEALTH MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $343,522,741 assets under management, offering retirement planning & investment advisory services to 206 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157832 |
| SEC# | 801-72503 |
| Assets Managed by Firm | $343,522,741 |
| No. of Clients | 206 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 206 | $343,522,741 |
| Individuals (other than high net worth individuals) | 108 | $54,544,271 |
| High net worth individuals | 93 | $286,773,343 |
| Pension and profit sharing plans | 3 | $2,205,127 |
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