# FDI Wealth Management, LLC

> FDI Wealth Management, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 292050
- Filed as: FDI WEALTH MANAGEMENT, LLC
- Also doing business as: FDI FAMILY OFFICE S.A., FDI GERENCIADORA DE PATRIMONIOS, FINANCIAL DESIGN INTERNATIONAL S.A, GERENCIADORA DE PATRIMONIOS FDI
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292050
- AdvisorCensus page: https://advisorcensus.com/firm/fdi-wealth-management-llc-miami-fl-292050

## Quick answers

**How is FDI Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FDI Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is FDI Wealth Management, LLC located?**
FDI Wealth Management, LLC's principal office is in Miami, FL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is FDI Wealth Management, LLC registered with the SEC or a state?**
FDI Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 292050.

**How much does FDI Wealth Management, LLC manage?**
FDI Wealth Management, LLC reports $283,751,761 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have FDI Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for FDI Wealth Management, LLC: Regulatory assets under management: $148,791,627 in the October 2023 data and $283,751,761 in the October 2026 data, up 91%. Total employees: 2 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FDI Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); corporations or other businesses not listed above (160); high net worth individuals (18).

**Which custodians does FDI Wealth Management, LLC use?**
FDI Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC, Pershing LLC and Stonex Financial Inc. as custodians holding 10% or more of its separately managed account assets.

**Does FDI Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292050

**What changed in FDI Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Gerenciadora de Patrimonios FDI. Regulatory assets under management went from $219,332,935 to $283,751,761 (+29%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- Pershing LLC
- Stonex Financial Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $283,751,761
- Discretionary: $283,751,761
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $49,416,236 |
| High net worth individuals | 18 | $41,289,956 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,282,504 |
| Corporations or other businesses not listed above | 160 | $191,763,065 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Buenos Aires
- Montevideo

### Websites listed on Form ADV (Item 1.I)
- fdinternational.com
- Facebook @FDI.patrimonios
- Instagram @fdiadvisors
- LinkedIn @fdi-gerenciadora-de-patrimonios
- X @FDIadvisors
- YouTube @fdi-gerenciadoradepatrimon6282

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $148,791,627 | 2 | August 1, 2023 |
| October 2024 | $174,774,710 | 2 | May 22, 2024 |
| October 2025 | $219,332,935 | 21 | May 5, 2025 |
| October 2026 | $283,751,761 | 5 | August 6, 2026 |

Regulatory assets under management: $148,791,627 in the October 2023 data and $283,751,761 in the October 2026 data, up 91%.
Total employees: 2 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Gerenciadora de Patrimonios FDI.
- Regulatory assets under management went from $219,332,935 to $283,751,761 (+29%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FDI Wealth Management, LLC (CRD 292050): Form ADV filing data as of October 2026.