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FORTUNE 45, LLC.
CRD 170693 · SEC 801-120997
39309 TOMMY MOORE RD, GONZALES, LA, 70737, United States
Phone
225-614-9599
Fax
866-936-1259
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.7M
Discretionary AUM
$237.7M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 621 | $139.7M |
| High net worth individuals | 24 | $91.5M |
| Charitable organizations | 3 | $1.3M |
| Corporations/business entities | 5 | $5.2M |
States served
GA, LA, MI, OK, TX
All web addresses on file
- https://www.youtube.com/@realmoneytalkwithjesse2966
- https://www.facebook.com/realmoneytalkwithjesse
- https://www.instagram.com/rmtwithjesse/
- https://instagram.com/fortune45advisors
- https://twitter.com/RMTwithJesse
- HTTP://WWW.FORTUNE45.COM
- https://www.facebook.com/Fortune45FinancialAdvisors
- https://www.youtube.com/watch?v=dvnFYy9AC1o&t=154s
Official SEC filing: View on IAPD