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Fortune Wealth Management, LLC CRD 157832
$396M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5910 N. Central Expy Suite 1599, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
Branch Locations
5910 N. Central Expy Suite 1599, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 07/2020 | 01/2021 |
| Legacy Star Capital Partners | Austin | TX | 07/2019 | 06/2020 |
| Rreaf Holdings | Dallas | TX | 02/2021 | 12/2021 |
| Leon Capital Group | Dallas | TX | 01/2022 | 04/2023 |
| Fortune Wealth Management | Dallas | TX | 07/2022 | Present |
| Westwood Holdings Group | Dallas | TX | 06/2018 | 08/2018 |
| Westwood Holdings Group | Dallas | TX | 06/2017 | 08/2017 |
| Hodges Capital Management | Dallas | TX | 05/2018 | 06/2018 |
| The University Of Texas At Austin | Austin | TX | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-23 |
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