← Tributary

FORTUNE 45, LLC.

GONZALES, LA · CRD 170693 · IAPD ↗ · fortune45.com · 225-614-9599

$237.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — FORTUNE 45, LLC. notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — FORTUNE 45, LLC. reported RAUM up 26% ($188.7M -> $237.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.