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 |
|---|---|---|
Lake Mary, FL
| 10
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")