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Building 2FORTUNE WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone972-716-8002
NotebookSEC #801-72503
Total AUM
$396.3M
Employees
3
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5910 N. CENTRAL EXPY
SUITE 1599
DALLAS
TX 75206
United States
Operating Hours
8:15 AM TO 4:30 PM
M-TH 8:15-4:30;FR 8:15-3:00
Phone
972-716-8002

ReceiptFinancials

Total AUM
$396.3M
Accounts
199
Discretionary
$387M
Accounts
197
Non-Discretionary
$9.3M
Accounts
2

ContactClients

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Individual Clients
98
AUM
$63.9M
HNW Individual Clients
101
AUM
$323.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
2
AUM
$9.3M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGATNTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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