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FORTUNE FINANCIAL LLC

Advisory

NJ

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account
$142K
across 6 accounts
AUM per adviser
$850K
1 adviser

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$850K
Discretionary %
100%
Clients
6
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$850K
Discretionary AUM$850K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

DTM ADVISORY GROUP LLC
NEPTUNE, NJ
$838K
GAELIN LLC
$865K
STEWARDS ASSET MANAGEMENT LLC
FORT LEE, NJ
$789K
PARKVIEW CAPITAL MANAGEMENT, LLC
HIGHLAND PARK, NJ
$760K
FULCIRE WEALTH MANAGEMENT, LLC
$1M
ONYX WEALTH MANAGEMENT LLC
$1M

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