Xendia Wealth LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 157973
- Registered since
- May 23, 2018
- Website
- xendia.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals77.15%
- Corporations / Businesses22.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds69%
- Exchange Traded Equities18%
- Cash & Cash Equivalents7%
- US Government Bonds4%
- Sovereign Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 175 Sw 7th St
- Time zone
- ET (UTC-5)
- Office locations
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