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Fdi Wealth Management, LLC CRD 292050
$284M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 Brickell Ave Suite 500, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fdi Wealth Management, Llc | Miami | FL | 11/2017 | Present |
| Fdi Wealth Management, Llc | Miami | FL | 08/2018 | Present |
| Fdi Family Office S.A. (Urugay) | Montevideo | 05/2015 | Present | |
| Financial Design International S.A. (Argentina) | Buenos Aires | 05/2004 | Present | |
| Trust And Fiduciary Services, S.A. | Montevideo | 06/2015 | 11/2017 | |
| Fdi Corporate Service Inc | Road Town - Tortola | 03/2015 | Present |
(1) FDI Family Office S.A. (Urugay). A foreign advisor. President. Start date - 05/27/2015.The approximate number of hours per month you devote to this business: 80. The approximate number of hours per month you devote to this business during securities trading hours: 70 (2) Financial Design International S.A. (Argentina). President. A foreign financial advisor. Start date - 05/04/2004. The approximate number of hours per month you devote to this business: 80. The approximate number of hours per month you devote to this business during securities trading hours: 70 (3) FITNESS ENTERTAINMENT & HEALTH S.A.; not investment-related; Address: Avda. Cabildo 2829, Ciudad Autónoma de Buenos Aires, Argentina; nature of this business: FITNESS; my title: PRESIDENT AND DIRECTOR; Start Date: June 2025; The nature of this business: FITNESS. My position/title: PRESIDENT AND DIRECTOR; Start date: JUNE 2025; I devote approximately 2 hours during the week and 14 hours during the weekend to this business. Zero hours devoted to this business during securities trading hours. My duties: PRESIDENT (4) FDI Corporate Service Inc; investment related; Road Town - Tortola - British Virgin Island; nature of business: Consultancy; Number of hours per month devoted to this business: 5 (five); Number of hours per month devoted to this business during securities trading hours; 0 (zero); My duties are as a consultant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-25 |
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