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FDI WEALTH MANAGEMENT, LLC
777 Brickell Ave
Suite 500
Miami, Florida 33131
Tel: 561-875-7673
About FDI WEALTH MANAGEMENT, LLC
FDI WEALTH MANAGEMENT, LLC, formally registered with the SEC as FDI WEALTH MANAGEMENT, LLC. The firm was established in 07/28/2023. They have over 3 offices throughout the country.
FDI WEALTH MANAGEMENT, LLC is a Miami, Florida based Financial Planning firm with nearly $174,774,710 assets under management, offering retirement planning & investment advisory services to 560 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292050 |
| SEC# | 801-128421 |
| Assets Managed by Firm | $174,774,710 |
| No. of Clients | 560 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 560 | $174,774,710 |
| Individuals (other than high net worth individuals) | 139 | $22,964,513 |
| High net worth individuals | 210 | $34,446,771 |
| Corporations or other businesses | 211 | $117,363,426 |
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