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Fortunam Wealth Management

EST. AUM
$500,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Richmond
CRD Number
Website fortunamwealth.com
Client types

Overview

Fortunam Wealth Management is a privately-owned advisory firm based in Richmond, Virginia. The firm emphasizes a planning-first approach, focusing on income-stream investing to support clients’ long-term goals. Services include financial planning, wealth management and coaching through a process they call “Investing, Planning, Coaching.” Fortunam offers both guided portfolio solutions via LPL’s algorithm-based platform and personalized advisor-led strategies. The leadership team has a combined background in financial consulting, tax-analysis and wealth management, supporting clients who seek to simplify finances, create income for retirement and align investments with their life objectives.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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