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Fortune Wealth Management
Fortune Wealth Management was established in 2003. Sonja White leads the US entity while Megha Jose drives growth for the India operations. The firm allocates...
Fortune Wealth Management
Fortune Wealth Management was established in 2003. Sonja White leads the US entity while Megha Jose drives growth for the India operations. The firm allocates across public equities, hedge funds, private credit and real estate. Confirmed holdings include operating businesses in technology and industrials. Geographic reach covers Asia and North America. AUM stands at 344 million USD. Additional offices are not disclosed. Sonja White participated in the Barron’s Top Independent Women Advisors Summit in 2017. The firm maintains separate entities in multiple jurisdictions with distinct principals per location.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
Asia
Country
India
City
Dallas
Principals
Sonja White
President/CEO
Megha Jose
Principal / Leader
Sector focus
Frequently asked questions
Who runs investment decisions at Fortune Wealth Management?
Sonja White serves as President and CEO for the US operations. Megha Jose leads the India entity.
Does Fortune Wealth Management participate in fund commitments or only direct deals?
The record shows holdings in operating businesses rather than named external funds.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed in available sources.
What investment stages does Fortune Wealth Management typically target?
Public equities represent a confirmed stage.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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