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FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799 · SEC 801-78728
11600 COLLEGE BLVD, SUITE 225, OVERLAND PARK, KS, 66210, United States
Phone
913-393-0038
Fax
913-563-4404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$322.6M
Discretionary AUM
$313.4M
Team
6 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $36.4M |
| High net worth individuals | 84 | $225.4M |
States served
KS, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD