Fortune Wealth Management, LLC
Fortune Wealth Management, LLC (CRD# 157832) is a financial advisory firm headquartered in Dallas, TX. They manage $306,001,600 in 191 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management306MILLION
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Total Number of Accounts191ACCOUNTS
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Average Account Value$1,602,103
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, TN, TX
Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 37 years of experience in the finance industry.
Joe Kreck (CRD# 2174036) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 32 years of experience in the finance industry.
Kristina Lake-Bell (CRD# 5937915) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 10 years of experience in the finance industry.
Jesse Huebner (CRD# 7791933) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.