Fdi Wealth Management, LLC

Fdi Wealth Management, LLC (CRD# 292050) is a financial advisory firm headquartered in Miami, FL. They manage $148,791,627 in 369 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
777 Brickell Ave, Suite 500, Miami, FL 33131
http://www.fdinternational.com
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $403,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Fdi Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Juan Acosta Guemes, financial advisor Miami FL
Juan C. Acosta Guemes
CRD#: 6904269
777 Brickell Ave, Suite 500, Miami, FL 33131

Juan Acosta Guemes (CRD# 6904269) is an Investment Advisor Representative working at Fdi Wealth Management, LLC in Miami, FL and has over 5 years of experience in the finance industry.

2
Mariano Sardans, financial advisor Miami FL
Mariano A. Sardans
CRD#: 3226666
777 Brickell Ave, Suite 500, Miami, FL 33131

Mariano Sardans (CRD# 3226666) is an Investment Advisor Representative working at Fdi Wealth Management, LLC in Miami, FL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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