XENDIA WEALTH LLC

Overview

Xendia Wealth LLC is an SEC‑registered, limited liability company that began registration in 2018 and offers portfolio management primarily for individuals and small businesses. The firm serves both individual & family and institutional clients and charges fees tied to assets under management plus other fee arrangements. Xendia reports that it is not an active ESG investor and does not classify itself as a capital allocator; its advisory activities focus on discretionary portfolio management. The firm also lists an industry affiliation as a real estate broker, which aligns with its use of real estate-focused alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices