DIAS WEALTH, LLC

DIAS WEALTH, LLC of LAKE MARY, FL is an SEC-registered investment adviser (CRD 304465). Regulatory assets under management: $8.4M.

Registration

• CRD: 304465
• Type: Registered investment adviser
• Location: 250 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746
• Phone: 321-926-0936
• Latest filing: 2026-03-27
• Regulatory AUM: $8.4M
• Discretionary AUM: $8.4M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304465 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search