Fortune Wealth Management, LLC

Fortune Wealth Management, LLC (CRD# 157832) is a financial advisory firm headquartered in Dallas, TX. They manage $167,269,254 in 195 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $857,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TN, TX

Financial Advisors at Fortune Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joe T. Kreck
CRD#: 2174036
12222 Merit Drive, Suite 1050, Dallas, TX 75251
96
Wealthminder
score

Joe Kreck (CRD# 2174036) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 25 years of experience in the finance industry. Joe Kreck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sonja J. White
CRD#: 1492056
12222 Merit Drive, Suite 1050, Dallas, TX 75251
96
Wealthminder
score

Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 30 years of experience in the finance industry.

3
Carmen C. McCracken
CRD#: 2285678
12222 Merit Drive, Suite 1050, Dallas, TX 75251
93
Wealthminder
score

Carmen McCracken (CRD# 2285678) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

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