Overview
Assets Under Management: $189 million
Headquarters: GONZALES, LA
High-Net-Worth Clients: 96
Average Client Assets: $1 million
Frequently Asked Questions
FORTUNE 45, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170693), FORTUNE 45, LLC. is subject to fiduciary duty under federal law.
FORTUNE 45, LLC. is headquartered in GONZALES, LA.
FORTUNE 45, LLC. serves 96 high-net-worth clients according to their SEC filing dated December 23, 2025. View client details ↓
According to their SEC Form ADV, FORTUNE 45, LLC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FORTUNE 45, LLC. manages $189 million in client assets according to their SEC filing dated December 23, 2025.
According to their SEC Form ADV, FORTUNE 45, LLC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.42
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 997
Discretionary Accounts: 997
Regulatory Filings
CRD Number: 170693
Filing ID: 2035380
Last Filing Date: 2025-12-23 09:24:25
Website: 0