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Fdi Wealth Management, LLC

● SEC registered since 2023CRD 292050SEC# 801-128421Miami, FL
Export (members)
Reg. AUM
$219.3M
Employees
21
Accounts
385
Location
Miami, FL

Fdi Wealth Management, LLC assets under management

Fdi Wealth Management, LLC operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2023. It reports $219.3 million in regulatory assets under management and employs 21 people.
www.fdinternational.comView on SEC.gov ↗

Fdi Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel González Posse ControlChief Compliance OfficerUnder 5%2024
Fdi Family Office S.A. ControlShareholderOver 75%2017
Mariano Ariel Sardans ControlManaging Member/PresidentUnder 5%2017
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Frequently asked questions

How much does Fdi Wealth Management, LLC manage?

Fdi Wealth Management, LLC reports $219.3 million in regulatory assets under management on its Form ADV.

How many employees does Fdi Wealth Management, LLC have?

Fdi Wealth Management, LLC reports 21 employees.

Where is Fdi Wealth Management, LLC located?

Fdi Wealth Management, LLC is based in Miami, FL and has been SEC-registered since 2023.

Does Fdi Wealth Management, LLC disclose fund performance?

Fdi Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 Brickell Ave, Suite 500, Miami, FL 33131
Phone561-875-7673
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$219.3M
Non-discretionary$0
Total (RAUM)$219.3M