FDI Wealth Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$284M

Discretionary

$284M

100% of AUM

Avg account

$804K

Accounts

353

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 292050
Registered since: July 28, 2023
Website: www.fdinternational.com
Custodians: STONEX FINANCIAL INC., PERSHING LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Corporations / Businesses67.58%
Individuals17.42%
HNWI14.55%
Pension & Profit Sharing Plans0.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FDI Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm serves both individual/family and institutional clients and acts as a capital allocator, using third‑party managers for at least some mandates. Its advisory menu covers financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Fee arrangements include a percentage of assets under management and hourly billing. The firm is not an active ESG investor and is not registered as a multistate adviser in its filing; ownership is listed as a combination of an individual and a foreign entity.