RIA Intel›Advisers›Wyoming›FORTUNATO PARTNERS, LLC

FORTUNATO PARTNERS, LLC

Advisory

WY

Data as of Jun 1, 2026 · Source: SEC Form ADV

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

POLYGON INVESTMENT MANAGEMENT, LLC

$29M

VICTORY WEALTH MANAGEMENT, LLC

$28M

HALE FINANCIAL SOLUTIONS, LLC

$27M

IN TOUCH FINANCIAL MANAGEMENT LLC

$27M

NEW LINE CAPITAL, LLC

$32M

REDTAIL MANAGEMENT LLC

$32M

Get the full picture on FORTUNATO PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FORTUNATO PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans