F
$54.2M Total AUM
$54.2M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
2 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-29-2023
- Office Locations
- 1
Office Locations
4500 Park Granada #202 Calabasas CA
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.
Team overview
-- AVG AGE
$54.2M AVG AUM / ADVISOR
$846.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MELISSA M ESTRADA
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #6137506
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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