FDI WEALTH MANAGEMENT, LLC
CRD #292050 SEC #801-128421 MIAMI, FL 561-875-7673
SEC Registered
Total AUM
$219.3M
Discretionary
$219.3M
Employees
21
Clients
10
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $219.3M | $219.3M | $0 | 21 | 10 |
| Mar 2025 | $219.3M | $219.3M | $0 | 21 | 10 |
| Feb 2025 | $174.8M | $174.8M | $0 | 21 | 0 |
| May 2024 | $174.8M | $174.8M | $0 | 2 | 0 |
| Mar 2024 | $174.8M | $174.8M | $0 | 2 | 0 |
| Oct 2023 | $148.8M | $148.8M | $0 | 2 | 0 |
| Aug 2023 | $148.8M | $148.8M | $0 | 2 | 0 |
| Jun 2023 | $148.8M | $148.8M | $0 | 2 | 0 |
DateMay 2025
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees21
Clients10
DateMar 2025
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees21
Clients10
DateFeb 2025
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees21
Clients0
DateMay 2024
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees2
Clients0