# FDP Wealth Management, LLC

> FDP Wealth Management, LLC is a state-registered investment advisory firm in Irvine, CA, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 154597
- Filed as: FDP WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154597
- AdvisorCensus page: https://advisorcensus.com/firm/fdp-wealth-management-llc-irvine-ca-154597

## Quick answers

**How is FDP Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FDP Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is FDP Wealth Management, LLC located?**
FDP Wealth Management, LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is FDP Wealth Management, LLC registered with the SEC or a state?**
FDP Wealth Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 154597.

**What types of clients does FDP Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does FDP Wealth Management, 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/154597

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 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)
- fdpwmllc.com
- prosperity-pwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FDP Wealth Management, LLC (CRD 154597): Form ADV filing data as of October 2026.