Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
Fortune Wealth Management
Multi family office in Dallas, United States, founded 2003; focus on healthtech, real estate and AI.
Identity
- HEADQUARTERS
- Dallas, United States
- FOUNDED
- 2003
Investment approach
Overview
This multi family office is based in Dallas, United States; it was founded in 2003. Listed sector interests include healthtech, real estate and AI. 2 people are named on its team.
People
- Sonja WhitePresident/CEO · source
- Megha JosePrincipal / Leader · source
Frequently asked questions
Fortune Wealth Management is a multi family office based in Dallas, the United States, founded in 2003.
Fortune Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.
Fortune Wealth Management invests in HealthTech, Real Estate & PropTech and Artificial Intelligence.
Key people at Fortune Wealth Management include Sonja White (President/CEO) and Megha Jose (Principal / Leader).