Investment adviser · CRD 157832

FORTUNE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Feb 2, 2026

Regulatory AUM: $396M
Client accounts: 199
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	101	$323,147,573	81.5%
Individuals	98	$63,870,656	16.1%
Retirement plans	Fewer than 5	$9,319,485	2.4%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 2045228 · Feb 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 2, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

5910 N. CENTRAL EXPY, SUITE 1599
DALLAS, TX, 75206, United States

CRD 157832

Filing source

Form ADV 2045228 · Feb 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.