This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak optimaQuantum atlas
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JESSE BRIAN RODRIGUE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6352511
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
TAYLER ANN FENTON
--
- 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $237,666,282
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,988,854,131 | 40.8% |
| Other | $955,429,926 | 19.6% |
| Cash | $1,930,358,421 | 39.6% |
| Total | $4,874,642,478 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT PEAK WAVE | SUMMIT SUMMIT | 1J2CD88BP | GOIRQ | 11.60% | $19,379,660 |
| ALPHA QUANTUM | RADIAL ALPHA | UFCO94UPR | FUY | 2.19% | $51,779,059 |
| SIGNAL VALUE OPTIMA | PEAK HARBOR | GNJK03XYB | TXNK | 7.59% | $65,259,308 |
| ATLAS UNISON | VERTEX ELEMENT | L9J76V372 | SYNY | 3.58% | $118,161,930 |
| ALPHA FRONTIER FRONTIER | TIMBER NORTH | 8PJTRA9UD | PUGD | 10.23% | $44,196,633 |
| CREST FOUNDATION SUMMIT | ATLAS MOMENTUM | HCS1040FP | LFCG | 11.54% | $18,470,054 |
| FRONTIER CATALYST DELTA | ALPHA ZENITH | JFO8DO7TG | HDF | 10.67% | $68,468,525 |
| PRIME EMBER | FRONTIER ATLAS | KYGUYPOKR | NMWY | 10.17% | $33,557,876 |