Fdi Wealth Management, LLC
● SEC registered since 2023CRD 292050SEC# 801-128421Miami, FL
Reg. AUM
$283.8M
Employees
5
Accounts
353
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 $283.8 million in regulatory assets under management and employs 5 people.
Fdi Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Gonzalez Posse Control | Chief Compliance Officer | Under 5% | 2024 |
| Fdi Family Office S.A. Control | Shareholder | Over 75% | 2017 |
| Mariano Ariel Sardans Control | Managing Member/President | Under 5% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fdi Wealth Management, LLC manage?
Fdi Wealth Management, LLC reports $283.8 million in regulatory assets under management on its Form ADV.
How many employees does Fdi Wealth Management, LLC have?
Fdi Wealth Management, LLC reports 5 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
| Address | 777 Brickell Ave, Suite 500, Miami, FL 33131 |
| Phone | 561-875-7673 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$283.8M▲ 62%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$283.8Mregulatory AUM
Discretionary $283.8M