RIA Intel›Advisers›California›FIDELA WEALTH LLC

FIDELA WEALTH LLC

Advisory

CALABASAS, CA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in CA

#3,376

of 5,480 advisers by AUM

Average account

$299K

across 181 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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5 TALENTS ADVISORS, INC

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HARRISON LAZARUS ADVISORS, INC.

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