Christopher Ian Diodato

Employer firm

Wellth Financial Planning CRD 310300

$12.2M regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Wellth Financial Planning

Palm Beach Gardens, FL • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2023-11-07
FL	RA	APPROVED	2021-08-04
PA	RA	APPROVED	2021-01-04

LA RA
APPROVED

Since 2023-11-07
FL RA
APPROVED

Since 2021-08-04
PA RA
APPROVED

Since 2021-01-04

Branch Locations

Palm Beach Gardens, FL • United States

Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-01-04

PA RA
APPROVED

Since 2018-01-04

Branch Locations

800 Waterfront Drive 3Rd Floor, Pittsburgh, PA 15222 • United States

475 Springfield Ave, Summit, NJ 07901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lowry Research Corporation	Palm Beach Gardens	FL	04/2016	12/2017
The Leaders Group Inc	Littleton	CO	01/2018	10/2022
Tlg Advisors Inc	Littleton	CO	01/2018	Present
Cantilever Wealth Management Llc	Pittsburgh	PA	01/2018	Present
Union Bridge Capital	Pittsburgh	PA	01/2018	Present
Wellth Financial Planning	North Palm Beach	FL	06/2020	Present
Independent Dance Instructor	Jupiter	FL	04/2024	Present

04/2016 → 12/2017

Lowry Research Corporation

Palm Beach Gardens, FL
01/2018 → 10/2022

The Leaders Group Inc

Littleton, CO
01/2018 → Present

Tlg Advisors Inc

Littleton, CO
01/2018 → Present

Cantilever Wealth Management Llc

Pittsburgh, PA
01/2018 → Present

Union Bridge Capital

Pittsburgh, PA
06/2020 → Present

Wellth Financial Planning

North Palm Beach, FL
04/2024 → Present

Independent Dance Instructor

Jupiter, FL

Previous Registrations

2015-11-17 → 2016-04-20

J.P. Morgan Securities Llc

Palm Beach Gardens, FL
2015-03-11 → 2015-10-13

Legend Advisory, Llc

Palm Beach Gardens, FL
2014-03-27 → 2015-01-16

Morgan Stanley

Camp Hill, PA

Other Businesses

1.) UNION BRIDGE CAPITAL - 7/1/2018 - 800 WATERFRONT DRIVE, 3RD FLOOR, PITTSBURGH, PA 15222 - ADVISOR, SALES, INVT REL, INSURANCE BUSINESS, 160 HRS/MO; 160 HRS/MO. 2.) TLG ADVISORS, INC - 1/1/2018 - 26 W DRY CREEK CIRCLE, SUITE 800, LITTLETON, CO 80120 - IAR REP, INVT REL, IAR BUSINESS, 160 HRS/MO; 160 HRS/MO. 3.) CANTILEVER WEALTH MANAGEMENT, LLC - 7/1/2018 - 800 WATERFRONT DRIVE, 3RD FLOOR, PITTSBURGH, PA 15222 - PORTFOLIO MANAGER, INVT REL, INSURANCE BUSINESS, 160 HRS/MO; 160 HRS/MO. 4.) WELLth Financial Planning - 9/23/2020 - 11218 Curry Drive, Palm Beach Gardens, FL 33418 - Principal, operating a fee only RIA, Inv't Rel, Registered Investment Advisor, 160 Hrs/Mo; 120 Hrs/mo (during trading hours). 5.) Kinsale Trading, LLC - 4880 Donald Ross Road, Suite 210, investment related, writer for a subscription-based general financial analysis newsletter, 40 hours/month, 24 during trading hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-27

S66 Uniform Combined State Law Examination

2014-03-27

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Chris Diodato

View on SEC IAPD