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FDI WEALTH MANAGEMENT, LLC
CRD 292050File 801-128421
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$283.8M
Below cohort median (national)
Discretionary AUM
$283.8M
Clients
353
353 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 28, 2023
- Principal office
- 777 BRICKELL AVE, SUITE 500, MIAMI, FL, 33131
- Phone
- 561-875-7673
- Website
- https://x.com/FDIadvisors
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $283.8M
- Discretionary AUM
- $283.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 353
- Non-discretionary accounts
- 0
- Total accounts
- 353
- AUM per client
- $804K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 160 | $191.8M |
| High net worth individuals | 18 | $41.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 174 | $49.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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.