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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-25-2014
- Office Locations
- 1
Office Locations
About Fortune 45, Llc.
Fortune 45, LLC is a Gonzales, LA investment advisory firm offering real-time financial advice in person or online. The team focuses on comprehensive financial planning and portfolio construction/asset management, including tax, estate, retirement, insurance, and business-succession planning, with a client emphasis that includes entrepreneurs. Portfolios commonly use mutual funds and ETFs; custody is with Charles Schwab and the firm uses eMoney.
Reported data analysis
What the numbers show
Between December 23, 2025 and July 7, 2026, reported AUM increased 25.9%, from $188.7M to $237.7M.
Across 5 reported observations, AUM increased 72.4% between December 6, 2022 and July 7, 2026, from $137.9M to $237.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 653 clients, or 217.7 clients per representative. That equates to $364.0K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JESSE BRIAN RODRIGUE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6352511
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TAYLER ANN HEBERT
--
- CRD
- #8007786
Victoria Michel Varisco Lulich
--
- CRD
- #7095324
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,666,282 | $209,029 |
| Non-Discretionary | $0 | -- |
| Total | $237,666,282 | $209,029 |
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Separately Managed Accounts
SMA allocation detail is available
Fortune 45, Llc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Fortune 45, Llc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.