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FDI WEALTH MANAGEMENT, LLC
CRD 292050File 801-128421
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Oct 1, 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
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 5 | decreased by16 |
| Apr 1, 2026 | Clients | 343 | 353 | increased by10 |
| Apr 1, 2026 | AUM | $219,332,935 | $283,751,761 | increased by$64,418,826 |
| Apr 1, 2026 | Accounts | 385 | 353 | decreased by32 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FDI WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FDI 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.