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XENDIA WEALTH LLC
CRD 157973File 801-113402
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$475.3M
Above cohort median (national)
Discretionary AUM
$388.6M
Non-discretionary $86.7M
Clients
4,810
4,810 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 23, 2018
- Principal office
- 175 S.W. 7TH STREET, SUITE 2310, MIAMI, FL, 33130
- Phone
- 305-415-0060
- Website
- https://vestiva.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $475.3M
- Discretionary AUM
- $388.6M
- Non-discretionary AUM
- $86.7M
- Discretionary accounts
- 4,664
- Non-discretionary accounts
- 146
- Total accounts
- 4,810
- AUM per client
- $99K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 83 | $108.6M |
| Individuals (other than high net worth individuals) | 4,727 | $366.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF FEES THAT OTHER ADVISER RECEIVE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 4,061 | 4,810 | increased by749 |
| Apr 1, 2026 | AUM | $291,662,177 | $475,256,096 | increased by$183,593,919 |
| Apr 1, 2026 | Accounts | 4,059 | 4,810 | increased by751 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 6 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,364 | 4,061 | increased by1,697 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $172,468,424 | $291,662,177 | increased by$119,193,753 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,665 | 4,059 | increased by2,394 |
| Apr 1, 2022 | Clients | 1,013 | 2,364 | increased by1,351 |
| Apr 1, 2022 | AUM | $123,266,355 | $172,468,424 | increased by$49,202,069 |
| Apr 1, 2022 | Accounts | 1,013 | 1,665 | increased by652 |
| Oct 1, 2021 | Clients | 586 | 1,013 | increased by427 |
| Oct 1, 2021 | AUM | $65,835,809 | $123,266,355 | increased by$57,430,546 |
| Oct 1, 2021 | Accounts | 587 | 1,013 | increased by426 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “XENDIA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“XENDIA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.