Data / Investment advisers / Florida / Fdi Wealth Management, LLC
Fdi Wealth Management, LLC, Miami, FL: $284 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fdi Wealth Management, LLC is an SEC registered investment adviser with its main office in Miami, Florida and reports $284 million in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include corporations and other businesses, individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 292050
- SEC file number
- 801-128421
- SEC status
- Approved, effective July 28, 2023
- Main office
- 777 Brickell Ave Suite 500, Miami, FL 33131
- Phone
- (561) 875-7673
- Regulatory AUM
- $283,751,761 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $283,751,761
- Accounts
- 353
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 160 | $191.8 million |
| Individuals (other than high net worth individuals) | 174 | $49.4 million |
| High net worth individuals | 18 | $41.3 million |
| Pension and profit sharing plans | 1 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $283.8 million | March 11, 2026 |
| December 1, 2025 | $219.3 million | May 5, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lifeinvest Wealth Management, LTD | Miami | $300.5 million | Not listed | adviserinfo.sec.gov |
| Colbert Investment Management Co | Miami | $295.8 million | Not listed | adviserinfo.sec.gov |
| Cifc Private Credit Management LLC | Miami | $289.9 million | 1 | adviserinfo.sec.gov |
| One Stone Partners L.L.C. | Miami | $289.7 million | 4 | adviserinfo.sec.gov |
| Bau Advisors | Miami | $286.5 million | Not listed | adviserinfo.sec.gov |
| Midtown Investment Advisors LLC | Miami | $278 million | 11 | adviserinfo.sec.gov |
| Financial Designs Wealth Management | Miami | $261.2 million | Not listed | adviserinfo.sec.gov |
| Abf Investment Management, LLC | Miami | $253.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving individuals
- Fdi Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.