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XENDIA WEALTH LLC

CRD 157973 · SEC 801-113402

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175 S.W. 7TH STREET, SUITE 2310, MIAMI, FL, 33130, United States

Phone

305-415-0060

Fax

305-415-0066

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$475.3M

Discretionary AUM

$388.6M

Team

5 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; % OF FEES THAT OTHER ADVISER RECEIVE

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (individuals)SUB-ADVISORY ARRANGEMENT W/ OTHER ADVISERS/INTERNET ADVISER

Client types

TypeClientsAUM
Individuals4727$366.7M
Corporations/business entities83$108.6M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD