# Dias Wealth, LLC

> Dias Wealth, LLC is a state-registered investment advisory firm in Lake Mary, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 304465
- Filed as: DIAS WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304465
- AdvisorCensus page: https://advisorcensus.com/firm/dias-wealth-llc-lake-mary-fl-304465

## Quick answers

**How is Dias Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dias Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Dias Wealth, LLC located?**
Dias Wealth, LLC's principal office is in Lake Mary, FL, according to its Form ADV.

**Is Dias Wealth, LLC registered with the SEC or a state?**
Dias Wealth, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 304465.

**How much does Dias Wealth, LLC manage?**
Dias Wealth, LLC reports $8,375,536 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Dias Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (5).

**Does Dias Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304465

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,375,536
- Discretionary: $8,375,536
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,922,342 |
| High net worth individuals | 5 | $5,453,194 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- diaswealth.com
- Facebook @DiasWealth
- Instagram @diaswealth
- LinkedIn @dias-wealth
- LinkedIn @carlosdiasjr
- X @diaswealth
- YouTube @DiasWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dias Wealth, LLC (CRD 304465): Form ADV filing data as of October 2026.