$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
-- Palm Beach Gardens FL
About Wellth Financial Planning
WELLth Financial Planning guides aspiring professionals and families with tailored financial life plans, combining evidence-based portfolio construction with tax-reduction and expense/debt optimization. Led by financial planner Christopher Diodato, the firm is listed with NAPFA, the XY Planning Network, and the Fee-Only Network—signaling a planning-centric, advice-first approach for distribution partners.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$276.7K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
Christopher Ian Diodato
Senior Portfolio Manager
- CRD
- #5931086
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,174,182 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,174,182 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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