FDP WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
IRVINE, California
CRD number
154597
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

FDP Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients and provides financial planning and pension consulting services. Its fee arrangements include hourly billing, fixed fees and other non-asset-based structures. The adviser is not identified as a capital allocator, does not report active ESG investing activity, and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRYAN UGALDE

    Chief Compliance OfficerCRD 4949602

Contacts

1 of 1
  • MARK CHANDIK

    PresidentCRD 1345075

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
8841 Research Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth