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).
Total Assets Under Management63MILLION
Total Number of Accounts173ACCOUNTS
Average Account Value$362,694
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Larry Lee (CRD# 305346) is an Investment Advisor Representative working at Fdp Wealth Management, LLC in Irvine, CA and has over 19 years of experience in the finance industry.
Bryan Ugalde (CRD# 4949602) is an Investment Advisor Representative working at Fdp Wealth Management, LLC in Irvine, CA and has over 9 years of experience in the finance industry.