# FD Wealth Advisors, LLC

> FD Wealth Advisors, LLC is a state-registered investment advisory firm in Calabasas, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 339923
- Filed as: FD WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339923
- AdvisorCensus page: https://advisorcensus.com/firm/fd-wealth-advisors-llc-calabasas-ca-339923

## Quick answers

**How is FD Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FD Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is FD Wealth Advisors, LLC located?**
FD Wealth Advisors, LLC's principal office is in Calabasas, CA, according to its Form ADV.

**Is FD Wealth Advisors, LLC registered with the SEC or a state?**
FD Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339923.

**How much does FD Wealth Advisors, LLC manage?**
FD Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated January 30, 2026.

**Does FD Wealth Advisors, 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/339923

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fdwealthadvisors.com](https://fdwealthadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FD Wealth Advisors, LLC (CRD 339923): Form ADV filing data as of October 2026.