FDI Wealth Management, LLC

RIASEC Registered

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 registered with the SEC in 2023. The firm operates as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. FDI charges clients based on a percentage of assets under management and also offers hourly fee arrangements. Ownership is described as a combination of an individual and a foreign entity. The firm does not self-identify as an active ESG investor.