FORTUNE WEALTH MANAGEMENT, LLC

FORTUNE WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 157832). Regulatory assets under management: $396.3M.

Registration

• CRD: 157832
• SEC file number: 801-72503
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157832 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search