Fortune Wealth Management, LLC

Fortune Wealth Management, LLC (CRD# 157832) is a financial advisory firm headquartered in Dallas, TX. They manage $300,006,951 in 221 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12222 Merit Drive, Suite 1050, Dallas, TX 75251
http://www.fortunewealthmanagement.com
By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $1,357,498
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, LA, TN, TX

Financial Advisors at Fortune Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sonja White, financial advisor Dallas TX
Sonja J. White
CRD#: 1492056
12222 Merit Drive, Suite 1050, Dallas, TX 75251

Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 36 years of experience in the finance industry.

2
Joe Kreck, financial advisor Dallas TX
Joe T. Kreck
CRD#: 2174036
12222 Merit Drive, Suite 1050, Dallas, TX 75251

Joe Kreck (CRD# 2174036) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 31 years of experience in the finance industry. Joe Kreck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kristina Lake-Bell, financial advisor Dallas TX
Kristina K. Lake-Bell
CRD#: 5937915
12222 Merit Drive, Suite 1050, Dallas, TX 75251

Kristina Lake-Bell (CRD# 5937915) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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