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FDP WEALTH MANAGEMENT, LLC
CRD 154597
8841 RESEARCH DRIVE, SUITE 100, IRVINE, CA, 92618, United States
Phone
949-855-4337
Fax
949-855-4330
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees; ASSET BASED FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPension consultingTRUST OWNED LIFE INSURANCE REVIEWS AND PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $0 |
All web addresses on file
Official SEC filing: View on IAPD