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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, SONJA, JO | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (5)
CA GA LA TN TX
Address
5910 N. CENTRAL EXPYSUITE 1599
DALLAS, TX 75206
United States
Phone: 972-716-8002