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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 5, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POSSE, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POSSE, DANIEL, GONZÁLEZ | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POSSE, DANIEL, GONZÁLEZ | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POSSE, DANIEL, GONZÁLEZ | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POSSE, DANIEL, GONZÁLEZ | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POSSE, DANIEL, GONZÁLEZ | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARDANS, MARIANO, ARIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARDANS, MARIANO, ARIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARDANS, MARIANO, ARIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARDANS, MARIANO, ARIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARDANS, MARIANO, ARIEL | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| SARDANS, MARIANO, ARIEL | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| SARDANS, MARIANO, ARIEL | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| SARDANS, MARIANO, ARIEL | I | MANAGING MEMBER/PRESIDENT | NA | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
| FDI FAMILY OFFICE S.A. | FE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SARDANS, MARIANO, ARIEL | I | FDI FAMILY OFFICE S.A. | E | Control |
| SARDANS, MARIANO, ARIEL | I | FDI FAMILY OFFICE S.A. | E | Control |
| SARDANS, MARIANO, ARIEL | I | FDI FAMILY OFFICE S.A. | E | Control |
| SARDANS, MARIANO, ARIEL | I | FDI FAMILY OFFICE S.A. | E | Control |
| SARDANS, MARIANO, ARIEL | I | FDI FAMILY OFFICE S.A. | E | Control |
| SARDANS, MARIANO, ARIEL | I | FDI FAMILY OFFICE S.A. | E | Control |
| SARDANS, MARIANO, ARIEL | I | FDI FAMILY OFFICE S.A. | E | Control |
Registrations
Federal
IA
May 5, 2025 REGISTERED
Notice Filings (1)
FL
Address
777 BRICKELL AVESUITE 500
MIAMI, FL 33131
United States
Phone: 561-875-7673