Fortuna Investors LLC

Fortuna Investors LLC is a fee-only investment adviser registered with the securities regulators of California, Florida, with its main office in Jupiter, Florida. On its latest Form ADV, filed March 11, 2026, it reports $21M in regulatory assets under management, 50 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: California, Florida
Firm CRD number	175072
Office	13641 159th ST N Jupiter, FL 33478
Phone	(646) 538-1949
Website	fortunainvestors.com
Regulatory assets under management	$21M
Individual clients	37 non-high-net-worth, 13 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	March 11, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Jupiter

• Core Wealth Management, Inc. $405M
• Cayside Partners $438M
• Daniels D'amelio Investment Management Group, LLC $51M
• Pelican Financial Planning and Wealth, PLLC $26M
• Pinder Financial, LLC $700K
• One + One Wealth Management, LLC $383M

See all 11 fee-only advisers in Jupiter →

Nearby

• Palm Beach Gardens 20 firms
• North Palm Beach 4 firms
• Juno Beach 2 firms
• Riviera Beach 1 firm
• West Palm Beach 21 firms
• Royal Palm Beach 1 firm
• Palm Beach 9 firms
• Stuart 9 firms