Dias Wealth, LLC

EST. AUM
$8,375,536

CONTACTS

CLIENT ACCOUNTS
11

Firm Details

Metro area Orlando
CRD Number 304465
Website diaswealth.com
Client types

Overview

Dias Wealth, LLC is an independent registered investment advisory firm headquartered in Lake Mary, Florida. It serves retirees, business owners, executives, professionals, athletes, and high-net-worth individuals. The firm provides personalized investment management, retirement planning, estate planning coordination, tax planning strategies, and financial planning. Its investment management approach considers clients' financial objectives, risk tolerance, and tax circumstances. Dias Wealth also provides charitable planning, asset protection, and business planning services. Insurance and annuity products are offered separately through Dias Financial, LLC.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dias Wealth, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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