FORTUNE 45, LLC.
CRD #170693 SEC #801-120997 GONZALES, LA 225-614-9599
SEC Registered
Total AUM
$188.7M
Discretionary
$188.7M
Employees
4
Clients
1
Accounts
997
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $188.7M | $188.7M | $0 | 4 | 0 |
| Mar 2025 | $188.7M | $188.7M | $0 | 4 | 0 |
| Mar 2024 | $151M | $151M | $0 | 4 | 0 |
| Aug 2023 | $125.6M | $125.6M | $0 | 4 | 0 |
| Mar 2023 | $125.6M | $125.6M | $0 | 4 | 0 |
| Dec 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| Nov 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| Nov 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| Oct 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| Sep 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| Aug 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| Apr 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| Mar 2022 | $137.9M | $137.7M | $233.6K | 3 | 1 |
| May 2021 | $101.5M | $96M | $5.5M | 3 | 0 |
| Mar 2021 | $101.5M | $96M | $5.5M | 3 | 0 |
| Mar 2021 | $101.5M | $96M | $5.5M | 3 | 0 |
DateDec 2025
Total AUM$188.7M
Discretionary$188.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$188.7M
Discretionary$188.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateNov 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateNov 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateOct 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateSep 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateAug 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateApr 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateMar 2022
Total AUM$137.9M
Discretionary$137.7M
Non-Disc.$233.6K
Employees3
Clients1
DateMay 2021
Total AUM$101.5M
Discretionary$96M
Non-Disc.$5.5M
Employees3
Clients0
DateMar 2021
Total AUM$101.5M
Discretionary$96M
Non-Disc.$5.5M
Employees3
Clients0
DateMar 2021
Total AUM$101.5M
Discretionary$96M
Non-Disc.$5.5M
Employees3
Clients0