FDI Wealth Management

FDI Wealth Management, LLC is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages approximately $284 million in assets.

FDI Wealth Management

FDI Wealth Management, LLC is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages approximately $284 million in assets. It has 5 employees and 3 investment advisers.

General information

Firm type

RIA

Who runs investment decisions at FDI Wealth Management?

No named principals or investment committee members for FDI Wealth Management are publicly available. The firm's SEC Form ADV may list registered representatives, but this has not been reviewed.

Is FDI Wealth Management structured as a single family office or a multi-family office?

The firm is registered as a registered investment advisor (RIA). Whether it operates as a single family office, multi-family office, or external wealth manager is not specified in public records.

What investment stages or sectors does FDI Wealth Management target?

No public information identifies specific investment stages, asset classes, or sector preferences for this firm. It may provide general wealth management services for individuals or institutions.

Where is FDI Wealth Management based?

The firm's physical headquarters location is not publicly confirmed. No office addresses appear in available online sources.

Does FDI Wealth Management manage assets for a specific family or operate externally?

There is no publicly available information indicating whether the firm manages capital for a single family, multiple families, or unrelated clients. Its RIA registration suggests it may serve a range of clients.

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