Fortune Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$387,018,229
Clients
199
Advisors
3
of 3 employees
About
Fortune Wealth Management provides discretionary investment management and financial planning to individuals as well as institutional clients such as pension and profit‑sharing plans, ERISA accounts, trusts, estates and business entities. The firm manages client accounts at custodians and reports approximately $396 million in regulatory assets under management across its client relationships, and it typically recommends a $250,000 minimum for its Wealth Management accounts.
The firm uses an asset‑allocation based approach informed by risk‑tolerance questionnaires, model portfolios or custom portfolios, and rebalances as needed; portfolios may include mutual funds, ETFs, individual securities and, as appropriate, sub‑accounts within annuities. FWM employs multiple methods of securities analysis (fundamental, cyclical, technical and charting), may occasionally overweight or underweight asset classes, and provides ongoing monitoring with at least quarterly written performance reports.
Compared with many peers, FWM discloses additional advisory intersections with the insurance and advisory industries: its investment adviser representatives may be licensed insurance agents and the firm may recommend insurance products or manage annuity sub‑accounts (insurance activities are disclosed as producing less than 1% of IAR income and consuming less than 1% of their time). The firm also describes arrangements to recommend or work with other registered investment advisers (including the potential to receive a portion of advisory fees, though none are currently in place) and maintains a Code of Ethics and conflict‑disclosure procedures to address these relationships.
Client services
Expertise
Fee options
$0 - $249,999: 1.30% $250,000 - $999,999: 1.05% $1,000,000 - $2,999,999: 0.85% $3,000,000 - $5,999,999: 0.70% $6,000,000 - $9,999,999: 0.60% $10,000,000 - $14,999,999: 0.55% $15,000,000 - $19,999,999: 0.45% $20,000,000+: 0.40%
$250 per hour for financial planning and investment consultation.
Account minimum: $250,000 Fee-only: Financial planning and hourly advice billed at $250 per hour; asset management clients do not pay hourly fees unless a financial plan is requested.
Main office
5910 N. Central Expy, Suite 1599
Dallas TX 75206
Advisors at this office
3
Most active in
California · Georgia · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sonja W
ChFC®, Series 63
Dallas, TX
Fortune Wealth Management, LLC
Sonja White is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, with 39 years of industry experience. She holds the ChFC® designation and Series 63 license. Her career includes roles at Silver Oak Securities, Inc., General American Life Insurance Co, and over four decades as an independent insurance agent selling life, health, and disability insurance. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans, trusts, and business entities. The firm employs an asset-allocation approach informed by risk tolerance and uses multiple methods of securities analysis, managing approximately $396 million in assets.
Ruby M
Series 66
Dallas, TX
Fortune Wealth Management, LLC
Ruby Melton is a financial advisor at Fortune Wealth Management, LLC with one year of industry experience and holds a Series 66 designation. Her prior work includes roles at Equitable Advisors, Institutional Securities Corp, and Charles Schwab, among others. Outside of her advisory work, she is involved as an employee at Melton Custom Homes. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans and trusts. The firm employs an asset-allocation based approach and utilizes multiple methods of securities analysis, maintaining approximately $396 million in regulatory assets under management.
Jesse H
Series 65
Dallas, TX
Fortune Wealth Management, LLC
Jesse Huebner is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Leon Capital Group, RREAF Holdings, and Legacy Star Capital Partners. Fortune Wealth Management provides discretionary investment management and financial planning services to individual and institutional clients, including pension plans, ERISA accounts, trusts, and business entities. The firm employs an asset-allocation based approach supported by multiple securities analysis methods and manages approximately $396 million in assets under management.
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