Fdi Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 11, 2026, reports $284M in regulatory assets under management, 5 employees, 2 offices, and 353 accounts.
Assets Under Management
$284M
Employees
5
Offices
2 offices
Total Clients
353
Primary office
MIAMI, FL
777 BRICKELL AVE, SUITE 500, MIAMI, FL, United States
Top client segmentIndividuals represent 49.3% of total clients.
Top client categories% of clientsClients
1
Individuals
49.3%
174
2
Corporations
45.3%
160
3
HNWI
5.1%
18
4
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 11, 2026
Discretionary100.0%
$284M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$284M
Total Accounts353
10Y AUM Change+$135M (+90.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee71:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.