# Vedant Mimani

> Vedant Mimani is a fee-only financial advisor at Fortuna Investors in Jupiter, Florida. Fortuna Investors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/vedant-mimani/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fortuna Investors
- **Based in:** Jupiter, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $21.2M across 148 accounts
- **CRD:** 2779409 (https://adviserinfo.sec.gov/individual/summary/2779409)
- **SEC registration:** Investment adviser representative in CA, FL
- **Exams passed:** Series 63 (1996), Series 65 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://wwwlinkedin.com/company/fortuna-investors

## Frequently asked questions

### Is Vedant Mimani a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Vedant holds no broker registration, and Fortuna Investors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Vedant charge for financial advice?

Vedant's firm, Fortuna Investors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Vedant Mimani based?

Vedant Mimani is based in Jupiter, Florida.

### Is Vedant Mimani registered with the SEC?

Yes. Vedant Mimani is registered as an investment adviser representative in CA and FL (CRD 2779409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fortuna Investors manage?

Fortuna Investors reports $21.2M across 148 accounts in assets under management.

### How do I contact Vedant Mimani?

Through Vedant's website, wwwlinkedin.com/company/fortuna-investors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2779409): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.