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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-29-2023
- Office Locations
- 1
Office Locations
About Fidela Wealth
Fidela Wealth is a fiduciary, planning-led advisory firm serving families and business owners with holistic wealth management. Focus areas include retirement, special needs, and legacy planning, education and long-term care strategies, plus integrated tax and business exit/succession planning. Portfolios commonly use diversified public funds and ETFs, with custody support including Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 64 clients, or 64 clients per representative. That equates to $846.3K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MELISSA M ESTRADA
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #6137506
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,165,024 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,165,024 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fidela Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.