Jupiter, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fortuna Investors LLC
Supported
Firm-wide stats for Fortuna Investors LLC
About
Fortuna Investors LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and to corporate clients. The firm generally constructs ETF‑focused portfolios—often using dynamic asset allocation and precious‑metal ETFs when applicable—and documents client goals and constraints in individualized investment policy statements.
Investment decisions draw on quantitative analysis and modern portfolio theory, with a long‑term trading orientation and use of model portfolios tailored to each client’s risk tolerance. Accounts are managed on a discretionary basis and are subject to monthly review and reporting, with custodian statements supplied to clients.
Compared with many multi‑advisor teams, Fortuna operates with a relatively modest asset base and a small client roster and assigns all client accounts to a single designated reviewer for monthly oversight. The brochure discloses several non‑advisory outside business activities by the firm’s principals (including sidecar entities and consulting/consignment work), which the firm identifies and describes as potential sources of conflicts of interest.
Based on Fortuna Investors LLC
Location
13641 159th St N
Jupiter FL 33478
Advisors at this office
2
Advisors at this office
Vedant M
Series 63, Series 65
Jupiter, FL
Fortuna Investors LLC
Vedant Mimani is a financial advisor at Fortuna Investors LLC with 12 years of industry experience. He has been with Fortuna Investors since 2014 and previously worked as a self-employed advisor for three years. Outside of his advisory role, Mimani serves as Vice President and Treasurer of FOSPE Inc, a charitable foundation supporting local elementary school initiatives. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs a quantitative investment approach centered on modern portfolio theory, dynamic asset allocation, and long-term trading, with portfolios primarily constructed using exchange-traded funds.
Michael R
Series 65
Jupiter, FL
Fortuna Investors LLC
Michael Ritger is a financial advisor with Fortuna Investors LLC in Jupiter, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Fortuna Investors since 2014 and was self-employed from 2014 to 2017. Outside of his advisory role, Mr. Ritger and his wife manage a non-financial business providing marketing, writing, and copy editing services. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs quantitative analysis and modern portfolio theory, focusing on dynamic asset allocation and long-term trading with portfolios concentrated in exchange-traded funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)