DIAS WEALTH, LLC

Overview

Dias Wealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm positions itself as a capital allocator and financial planning provider, offering fee arrangements that include a percentage of assets under management, hourly rates and fixed-fee engagements. Advisory services center on financial planning and the selection of other advisers, which suggests a mix of direct portfolio management and oversight or referral to outside managers when specific expertise is needed. Investment posture is equity‑heavy: the firm’s filings identify a clear preference for equities and a primary use of exchange‑traded instruments. Dias Wealth, LLC is not flagged as an active ESG investor, does not appear to operate as a multi‑state adviser and is not positioned as a pension consultant. The firm maintains a relationship with an insurance company in its industry affiliations, which may support insurance-related planning or product solutions alongside its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices