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Fortuna Private Wealth Management Corp. registers with the SEC under the 120-day rule (Miami, FL)
New SEC adviser (120-day rule) · CRD 343722 · 801-137148 · effective 2026-09-22
Effective 2026-09-22. 2 employees (2 advisory). Notice-filed in FL. Corporation (DE).
120-day rule (must reach $100M RAUM)
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance
- Custodian / clearing