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| Happy Holidays!! thanks for using AUM13F!! |
| FDI Wealth Management LLC
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| CRD # | 292050 |
| SEC # | 801-128421 |
| CIK # | |
| AUM | $219.3 M (2025-05-05) |
| Employees | 21 (14% Investors, 0% Brokers) |
| Phone | 561-875-7673 |
| Address | 777 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 48.3 |
| (b) Individuals (high net worth individuals) | 18 | 35.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 127 | 135.9 |
| (n) Other | 0 | 0.0 |
| Total | 385 | 219.3 |
| By Discretionary | ||
| Discretionary | 385 | 219.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 385 | 219.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 218.0 | |
| United States Persons | 1.3 | |
| Total | 385 | 219.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LRZ Capital LLC
✚
|
FL | 0.2 |
|
Independence Wealth Advisors Inc
✚
|
VA | 0.2 |
|
Crown Oak Advisors LLC
✚
|
0.2 | |
|
Horizons Wealth Management Inc
✚
|
NC | 0.2 |
|
Anchor Bay Capital Inc
✚
|
CA | 0.2 |
|
Galleria Financial Advisors LLC
✚
|
GA | 0.2 |
|
Bruce G Allen Investments LLC
✚
|
CO | 0.2 |
|
Addis & Hill Incorporated
✚
|
PA | 0.2 |
|
KRAL Financial Advisors LLC
✚
|
0.2 | |
|
Gradient Advisors LLC
✚
|
MN | 0.2 |