FORTUNE WEALTH MANAGEMENT, LLC
CRD #157832 SEC #801-72503 DALLAS, TX 972-716-8002
SEC Registered
Total AUM
$343.5M
Discretionary
$341.3M
Employees
3
Clients
10
Accounts
206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $343.5M | $341.3M | $2.2M | 3 | 0 |
| Feb 2025 | $343.5M | $341.3M | $2.2M | 3 | 0 |
| Aug 2024 | $306M | $303.2M | $2.8M | 5 | 0 |
| Mar 2024 | $306M | $303.2M | $2.8M | 5 | 0 |
| Dec 2023 | $264.6M | $259.2M | $5.4M | 5 | 0 |
| Aug 2023 | $264.6M | $259.2M | $5.4M | 5 | 0 |
| Mar 2023 | $264.6M | $259.2M | $5.4M | 4 | 0 |
| May 2022 | $300M | $300M | $0 | 4 | 0 |
| Mar 2022 | $300M | $297.9M | $2.2M | 4 | 0 |
| Apr 2021 | $289.9M | $287.9M | $2M | 3 | 224 |
| Mar 2021 | $289.9M | $287.9M | $2M | 3 | 224 |
| Oct 2020 | $256.4M | $252.6M | $3.8M | 4 | 222 |
| Mar 2020 | $256.4M | $252.6M | $3.8M | 4 | 222 |
| Nov 2019 | $232.1M | $228.3M | $3.8M | 5 | 207 |
| May 2019 | $232.1M | $228.3M | $3.8M | 5 | 207 |
| Mar 2019 | $232.1M | $228.3M | $3.8M | 5 | 207 |
| Mar 2018 | $226.3M | $223.6M | $2.6M | 5 | 189 |
| Oct 2017 | $214.5M | $212.1M | $2.4M | 5 | 192 |
| Mar 2017 | $195.8M | $193.7M | $2.2M | 5 | 189 |
| Mar 2016 | $167.3M | $165.4M | $1.9M | 5 | 195 |
| Apr 2015 | $182M | $182M | $0 | 5 | 200 |
| Mar 2015 | $182M | $182M | $0 | 5 | 200 |
| Mar 2014 | $173M | $173M | $0 | 5 | 180 |
| Mar 2013 | $152M | $152M | $0 | 6 | 179 |
| Feb 2012 | $140M | $140M | $0 | 6 | 175 |
| Feb 2012 | $140M | $140M | $0 | 6 | 175 |
| Jul 2011 | $140M | $140M | $0 | 10 | -- |
| Jun 2011 | $140M | $140M | $0 | 10 | -- |
DateApr 2025
Total AUM$343.5M
Discretionary$341.3M
Non-Disc.$2.2M
Employees3
Clients0
DateFeb 2025
Total AUM$343.5M
Discretionary$341.3M
Non-Disc.$2.2M
Employees3
Clients0
DateAug 2024
Total AUM$306M
Discretionary$303.2M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2024
Total AUM$306M
Discretionary$303.2M
Non-Disc.$2.8M
Employees5
Clients0
DateDec 2023
Total AUM$264.6M
Discretionary$259.2M
Non-Disc.$5.4M
Employees5
Clients0
DateAug 2023
Total AUM$264.6M
Discretionary$259.2M
Non-Disc.$5.4M
Employees5
Clients0
DateMar 2023
Total AUM$264.6M
Discretionary$259.2M
Non-Disc.$5.4M
Employees4
Clients0
DateMay 2022
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$300M
Discretionary$297.9M
Non-Disc.$2.2M
Employees4
Clients0
DateApr 2021
Total AUM$289.9M
Discretionary$287.9M
Non-Disc.$2M
Employees3
Clients224
DateMar 2021
Total AUM$289.9M
Discretionary$287.9M
Non-Disc.$2M
Employees3
Clients224
DateOct 2020
Total AUM$256.4M
Discretionary$252.6M
Non-Disc.$3.8M
Employees4
Clients222
DateMar 2020
Total AUM$256.4M
Discretionary$252.6M
Non-Disc.$3.8M
Employees4
Clients222
DateNov 2019
Total AUM$232.1M
Discretionary$228.3M
Non-Disc.$3.8M
Employees5
Clients207
DateMay 2019
Total AUM$232.1M
Discretionary$228.3M
Non-Disc.$3.8M
Employees5
Clients207
DateMar 2019
Total AUM$232.1M
Discretionary$228.3M
Non-Disc.$3.8M
Employees5
Clients207
DateMar 2018
Total AUM$226.3M
Discretionary$223.6M
Non-Disc.$2.6M
Employees5
Clients189
DateOct 2017
Total AUM$214.5M
Discretionary$212.1M
Non-Disc.$2.4M
Employees5
Clients192
DateMar 2017
Total AUM$195.8M
Discretionary$193.7M
Non-Disc.$2.2M
Employees5
Clients189
DateMar 2016
Total AUM$167.3M
Discretionary$165.4M
Non-Disc.$1.9M
Employees5
Clients195
DateApr 2015
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees5
Clients180
DateMar 2013
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees6
Clients179
DateFeb 2012
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients175
DateFeb 2012
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients175
DateJul 2011
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees10
Clients--