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
By the Numbers
Total Assets Under Management149MILLION
Total Number of Accounts369ACCOUNTS
Average Account Value$403,229
- 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
Types of Clients
Registered Investment Advisor
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.
Financial Advisors at Fdi Wealth Management, LLC
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.
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.
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