This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$396MItem 5.F on the latest filing (2026-02-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$387M

Private client RAUM

$387MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

199

Individual clients

98

High net worth clients

101

SEC number

801-72503

CRD

157832

Filings on the tape

30

First filed

Feb 7, 2012

Latest filed

Feb 2, 2026

Organised

Limited Liability Company, TX

Website

fortunewealthmanagement.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6acc77cf-75bd-e46b-56d0-a8cba1b84f40

First observed

Feb 7, 2012

Last observed

Feb 2, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.