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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- PeakHorizon
- Established Date
- 01-28-2020
- Office Locations
- 1
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About Dias Wealth, LLC
Dias Wealth, LLC is a fee-only, fiduciary RIA in Lake Mary, FL serving individuals and high-net-worth families with wealth management across life stages. The team integrates financial, proactive tax, and charitable planning and will coordinate with clients’ CPAs. Portfolios focus on preserving principal, maximizing income, and accumulating capital, often implemented with ETFs and fixed income. Founder Carlos Dias Jr. is a Kiplinger contributor featured in major media.
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Owner & Executives
CARLOS ALVES DIAS JR.
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5315390
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,375,536 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,375,536 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,375,536
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $815,714,358 | 26.8% |
| Public Funds | $222,190,851 | 7.3% |
| Cash | $1,098,779,415 | 36.1% |
| Corporate - Investment Grade | $907,025,667 | 29.8% |
| Total | $3,043,710,291 | 100.0% |