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WELLTH FINANCIAL PLANNING

CHRISTOPHER IAN DIODATO

CRD 310300

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$12.2M

Discretionary AUM

$12.2M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Fixed fees

Org form

Sole Proprietorship

Filing date

2026-02-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals34$7.1M
High net worth individuals5$5.1M

All web addresses on file

Official SEC filing: View on IAPD