FDP WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 154597
- Website
- www.fdpwmllc.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
FDP Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients and provides financial planning and pension consulting services. Its fee arrangements include hourly billing, fixed fees and other non-asset-based structures. The adviser is not identified as a capital allocator, does not report active ESG investing activity, and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRYAN UGALDE
Chief Compliance OfficerCRD 4949602
Contacts
1 of 1MARK CHANDIK
PresidentCRD 1345075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 8841 Research Dr
- Time zone
- PT (UTC-8)
- Office locations
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