Fdi Wealth Management, LLC
Fdi Wealth Management, LLC is an SEC-registered mass-market adviser in Miami, FL with $283.8M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Fdi Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292050, SEC 801-128421, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $283.8M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Miami, FL
- Employees
- 5
- Clients
- 353
- CRD
- 292050
- Ownership
- FDI FAMILY OFFICE S.A.; SARDANS, MARIANO, ARIEL; POSSE, DANIEL, GONZ�LEZ; POSSE, DANIEL, GONZALEZ; POSSE, DANIEL
How much AUM does Fdi Wealth Management, LLC have?
Fdi Wealth Management, LLC reported $283.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Fdi Wealth Management, LLC?
Disclosed owners and executives of Fdi Wealth Management, LLC include FDI FAMILY OFFICE S.A., SARDANS, MARIANO, ARIEL, POSSE, DANIEL, GONZ�LEZ, POSSE, DANIEL, GONZALEZ, POSSE, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.