FIDELA WEALTH

FIDELA WEALTH of CALABASAS, CA is an SEC-registered investment adviser (CRD 328060). Regulatory assets under management: $54.2M.

Registration

• CRD: 328060
• Type: Registered investment adviser
• Location: 4500 PARK GRANADA, CALABASAS, CA, 91302
• Phone: 818-743-7068
• Latest filing: 2026-02-04
• Regulatory AUM: $54.2M
• Discretionary AUM: $54.2M
• Clients: 1
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328060 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search