Dias Wealth, LLC

Dias Wealth, LLC (CRD# 304465) is a financial advisory firm headquartered in Lake Mary, FL. They manage $4,915,736 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
250 International Parkway, Suite 134, Lake Mary, FL 32746
https://www.linkedin.com/company/dias-wealth
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $614,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Dias Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carlos Dias Jr., financial advisor Lake Mary FL
Carlos Dias Jr.
CRD#: 5315390
250 International Parkway, Suite 134, Lake Mary, FL 32746

Carlos Dias Jr. (CRD# 5315390) is a wealth advisor offering strategic financial planning services to high-net-worth individuals, business owners, executives and retirees. He has contributed to Forbes, Kiplinger, and MarketWatch , and has been quoted in Bloomberg, U.S. News & World Report, USA Today, CNBC, and many others.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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