{
  "crd_number": 328060,
  "slug": "fidela-wealth-calabasas-ca-328060",
  "primary_business_name": "FIDELA WEALTH",
  "legal_name": "FIDELA WEALTH LLC",
  "dbas": [],
  "city": "Calabasas",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-08-29",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 54165024.0,
  "raum_discretionary": 54165024.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2202102.0,
      "count": 21
    },
    "pension_profit_sharing": {
      "raum": 8801607.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 43161315.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61556691326352",
    "https://fidelawealth.com",
    "https://instagram.com/fidela.wealth",
    "https://linkedin.com/company/fidela-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328060",
  "city_as_filed": "CALABASAS",
  "url": "https://advisorcensus.com/firm/fidela-wealth-calabasas-ca-328060",
  "display_name": "Fidela Wealth",
  "summary": "Fidela Wealth is a state-registered investment advisory firm in Calabasas, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Fidela Wealth (CRD 328060): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Fidela Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fidela Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Fidela Wealth located?",
      "a": "Fidela Wealth's principal office is in Calabasas, CA, according to its Form ADV."
    },
    {
      "q": "Is Fidela Wealth registered with the SEC or a state?",
      "a": "Fidela Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328060."
    },
    {
      "q": "How much does Fidela Wealth manage?",
      "a": "Fidela Wealth reports $54,165,024 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Fidela Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (21); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Does Fidela Wealth report any disciplinary disclosures?",
      "a": "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/328060"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/fidela-wealth-calabasas-ca-328060.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 2202102.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 43161315.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 8801607.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328060",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}