Fdp Wealth Management, LLC

Fdp Wealth Management, LLC (CRD# 154597) is a financial advisory firm headquartered in Irvine, CA. They manage $62,745,985 in 173 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $362,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fdp Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Larry R. Lee
CRD#: 305346
8841 Research Drive, Suite 100, Irvine, CA 92618
96
Wealthminder
score

Larry Lee (CRD# 305346) is an Investment Advisor Representative working at Fdp Wealth Management, LLC in Irvine, CA and has over 18 years of experience in the finance industry.

2
Bryan G. Ugalde
CRD#: 4949602
8841 Research Drive, Suite 100, Irvine, CA 92618
93
Wealthminder
score

Bryan Ugalde (CRD# 4949602) is an Investment Advisor Representative working at Fdp Wealth Management, LLC in Irvine, CA and has over 8 years of experience in the finance industry.

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