A complete list of active advisors currently associated with Dias Wealth, LLC

Warmer can help you find a great advisor at Dias Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Dias Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carlos Dias Jr.	Lake Mary, FL	11

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support