Fortune Wealth Management, LLC

Fortune Wealth Management, LLC (CRD# 157832) is a financial advisory firm headquartered in Dallas, TX. They manage $264,570,443 in 204 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $1,296,914
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at Fortune Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sonja J. White
CRD#: 1492056
12222 Merit Drive, Suite 1050, Dallas, TX 75251

Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 37 years of experience in the finance industry.

2
Joe T. Kreck
CRD#: 2174036
12222 Merit Drive, Suite 1050, Dallas, TX 75251

Joe Kreck (CRD# 2174036) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 32 years of experience in the finance industry.

3
Kristina K. Lake-Bell
CRD#: 5937915
12222 Merit Drive, Suite 1050, Dallas, TX 75251

Kristina Lake-Bell (CRD# 5937915) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 10 years of experience in the finance industry.

4
Jesse M. Huebner
CRD#: 7791933
12222 Merit Drive, Suite 1050, Dallas, TX 75251

Jesse Huebner (CRD# 7791933) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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