Fidela Wealth
Fidela Wealth (CRD# 328060) is a financial advisory firm headquartered in Calabasas, CA. They manage $36,549,889 in 147 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management37MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$248,639
Compensation Options
- A percentage of assets under your management
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Fidela Wealth
1
Melissa Estrada (CRD# 6137506) is an Investment Advisor Representative working at Fidela Wealth in Calabasas, CA and has over 11 years of experience in the finance industry.
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