# Fortune Wealth Management

Fortune Wealth Management is a Multi Family Office based in Dallas, India.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, India
- **Region:** Asia
- **Founded:** 2003
- **Assets under management:** 344 (Altss estimate)
- **Website:** fortunewmc.com
- **LinkedIn:** https://in.linkedin.com/company/fortune-wealth-management-company-india-private-limited

## Regulatory record

- **CRD number:** 157832
- **SEC file number:** 801-72503
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157832

## About

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.

## Sectors

- Healthcare Services
- Real Estate
- AI/ML

## People

- Sonja White — President/CEO
- Megha Jose — Principal / Leader

## 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.

### What investment stages does Fortune Wealth Management typically target?

Public equities represent a confirmed stage.

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Last updated: 2026-07-06T01:24:16.788Z

Canonical page: https://altss.com/profile/fortune-wealth-management

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