Fdi Wealth Management, LLC

Fdi Wealth Management, LLC (CRD# 292050) is a financial advisory firm headquartered in Miami, FL. They manage $174,774,710 in 560 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $312,098
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
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 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 6 years of experience in the finance industry.

2
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 6 years of experience in the finance industry.

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