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DIAS WEALTH, LLC
CRD 304465
250 INTERNATIONAL PARKWAY, SUITE 134, LAKE MARY, FL, 32746, United States
Phone
321-926-0936
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.4M
Discretionary AUM
$8.4M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningSelection of other advisersONGOING FINANCIAL PLANNING/SUBSCRIPTION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.9M |
| High net worth individuals | 5 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD