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XENDIA WEALTH LLC
CRD 157973File 801-113402
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.