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FIDELA WEALTH
FIDELA WEALTH LLC
CRD 328060
4500 PARK GRANADA, #202, CALABASAS, CA, 91302, United States
Phone
818-743-7068
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.2M
Discretionary AUM
$54.2M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $2.2M |
| High net worth individuals | 35 | $43.2M |
| Pension/profit sharing plans | 8 | $8.8M |
All web addresses on file
Official SEC filing: View on IAPD