Dias Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dias Wealth, LLC serves individual and high‑net‑worth clients with comprehensive financial planning and targeted consulting, and assists clients in selecting and monitoring third‑party investment advisers rather than acting as an in‑house portfolio manager. The firm provides written financial plans and ongoing client reviews and may enter sub‑adviser or solicitor arrangements with recommended managers to oversee day‑to‑day portfolio management.
The firm’s investment approach combines passive asset allocation with tactical shifts to exploit short‑term market opportunities, and recommended portfolios commonly include mutual funds, ETFs, stocks, and bonds. For investment management, the firm typically refers clients to vetted third‑party advisers, retains responsibility for monitoring those relationships, and conducts at least annual reviews with clients.
Distinctive features noted in the brochure include an affiliation with insurance activities— the owner is a licensed insurance agent who may recommend insurance products and receive separate commissions, a potential conflict disclosed with mitigation measures—and an operational model that focuses on advising and planning while outsourcing portfolio management. The firm also reports non‑investment industry activities by the owner (published writing and public speaking) and access to a third‑party custodial/technology platform that provides back‑office support and other non‑economic benefits.
Client services
Expertise
Fee options
Fixed fee of $2,500 for comprehensive financial planning, negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
$250 per hour for consulting services
Main office
250 International Pkway, Suite 134
Lake Mary FL 32746
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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