Fortune Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated February 2, 2026, reports $396M in regulatory assets under management, 3 employees, and 199 accounts.
Assets Under Management
$396M
Employees
3
Offices
--
Total Clients
201
Primary office
DALLAS, TX
5910 N. CENTRAL EXPY, SUITE 1599, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.2% of total clients.
Top client categories% of clientsClients
1
HNWI
50.2%
101
2
Individuals
48.8%
98
3
Pension Plans
1.0%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of February 2, 2026
Discretionary97.6%
$387M
98% of total RAUM97.6%
Non-discretionary2.4%
$9M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$396M
Total Accounts199
10Y AUM Change+$201M (+102.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee67:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.