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FDI WEALTH MANAGEMENT, LLC
CRD 292050 · SEC 801-128421
777 BRICKELL AVE, SUITE 500, MIAMI, FL, 33131, United States
Phone
561-875-7673
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.8M
Discretionary AUM
$283.8M
Team
5 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $49.4M |
| High net worth individuals | 18 | $41.3M |
| Pension/profit sharing plans | 1 | $1.3M |
| Corporations/business entities | 160 | $191.8M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD