Xendia Wealth LLC

Overview

Xendia Wealth LLC is a limited liability company that registered with the SEC in 2018 and operates as a non-independent retail registered investment adviser. Its client mix includes individuals, families and some institutional relationships, and its advisory work centers on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and other fee arrangements. It does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices