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FDP WEALTH MANAGEMENT, LLC

FDP Wealth Management, LLC is a state-registered investment adviser with offices in Irvine, CA. It reports 2 employees, of whom 2 perform investment advisory...

FDP WEALTH MANAGEMENT, LLC

FDP Wealth Management, LLC is a state-registered investment adviser with offices in Irvine, CA. It reports 2 employees, of whom 2 perform investment advisory functions.

General information

Firm type

RIA

Frequently asked questions

Does FDP Wealth Management, LLC disclose its assets under management?

The firm does not publicly disclose its AUM, in line with the privacy practices of many family offices. Its asset base is not reported in public filings or media, making it impossible to estimate without internal data.

Does FDP Wealth Management, LLC have any recent activity or notable deals?

No recent operational events, investments, or personnel changes are documented in public records for the last 24 months. The firm maintains a low public profile, common for private family offices.

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