|
⚲
|
| FDI Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 292050 |
| SEC # | 801-128421 |
| CIK # | |
| AUM | $283.8 M (2026-03-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-875-7673 |
| Address | 777 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 49.4 |
| (b) Individuals (high net worth individuals) | 18 | 41.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 160 | 191.8 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 283.8 |
| By Discretionary | ||
| Discretionary | 353 | 283.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 353 | 283.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 279.1 | |
| United States Persons | 4.7 | |
| Total | 353 | 283.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith Brown & Groover Inc
✚
|
GA | 0.3 |
|
CANE Capital Partners LLC
✚
|
LA | 0.3 |
|
Bespoke Advisory LLC
✚
|
CO | 0.3 |
|
Griffin Family Partners LLC
✚
|
0.3 | |
|
Kaizen Financial Advisors LLC
✚
|
WA | 0.3 |
|
Hesen & Haslam LLC
✚
|
CA | 0.3 |
|
Zoe Financial Inc
✚
|
NY | 0.3 |
|
Silvia McColl Wealth Management LLC
✚
|
CA | 0.3 |
|
POM Investment Strategies LLC
✚
|
NC | 0.3 |
|
Vergepointe Wealth Management LLC
✚
|
OR | 0.3 |