Vedant Mimani
Fortuna Investors · Jupiter, Florida
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.
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Facts
| Firm | Fortuna Investors |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.2M across 148 accounts |
| SEC registration | Investment adviser representative in CA, FL · CRD 2779409 |
| Exams passed | Series 63 (1996) · Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | wwwlinkedin.com/company/fortuna-investors |
How Vedant's firm compares
- Fortuna Investors's average account is about $144,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Vedant
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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