CRD: 157832
Fortune Wealth Management, LLC
$396.3M Total AUM
$387.0M Disc. AUM
7.9% 3Y CAGR
3 Employees
201 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2011
- Office Locations
- 1
Office Locations
5910 N. Central Expy Suite 1599 Dallas TX
About Fortune Wealth Management, LLC
Fortune Wealth Management, LLC is a Dallas-based advisory firm providing personalized financial planning and ongoing investment management for families, business owners, and retirees. The firm emphasizes goal-based planning, risk management, and portfolio construction using mutual funds and ETFs alongside fixed income. Works with major custodians including Schwab and Raymond James.
Team overview
-- AVG AGE
$132.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
SONJA JO WHITE
Chief Compliance Officer, Owner, President
- CRD
- #1492056
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Jesse Mitchell Huebner
Partner
- CRD
- #7791933
Available
Available
Available
R
Ruby Kate Melton
Client Services Specialist
- CRD
- #7748019
Available
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,018,229 | $1,964,560 |
| Non-Discretionary | $9,319,485 | $4,659,743 |
| Total | $396,337,714 | $1,991,647 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
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Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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