# FORTUNE WEALTH MANAGEMENT, LLC

FORTUNE WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 157832
- Type: SEC-registered investment adviser
- SEC file number: 801-72503
- Location: 5910 N. CENTRAL EXPY, SUITE 1599, DALLAS, TX, 75206
- Phone: 972-716-8002
- Latest filing: 2026-02-02
- Regulatory AUM: $396.3M
- Discretionary AUM: $387.0M
- Non-discretionary AUM: $9.3M
- Clients: 3
- Accounts: 199

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Sonja Jo White | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| WHITE SONJA JO | OWNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157832/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157832/similar
- Related entities: https://search.stillhousedata.com/firm/157832/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157832

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.