# Fidela Wealth

> 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.

- CRD: 328060
- Filed as: FIDELA WEALTH
- Legal name: Fidela Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328060
- AdvisorCensus page: https://advisorcensus.com/firm/fidela-wealth-calabasas-ca-328060

## Quick answers

**How is Fidela Wealth compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Fidela Wealth registered with the SEC or a state?**
Fidela Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328060.

**How much does Fidela Wealth manage?**
Fidela Wealth reports $54,165,024 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Fidela Wealth serve?**
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).

**Does Fidela Wealth 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/328060

## 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: $54,165,024
- Discretionary: $54,165,024
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $2,202,102 |
| High net worth individuals | 35 | $43,161,315 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $8,801,607 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 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)
- fidelawealth.com
- Facebook facebook.com
- Instagram @fidela.wealth
- LinkedIn @fidela-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fidela Wealth (CRD 328060): Form ADV filing data as of October 2026.