{
  "crd_number": 157973,
  "slug": "xendia-wealth-llc-miami-fl-157973",
  "primary_business_name": "XENDIA WEALTH LLC",
  "legal_name": "XENDIA WEALTH LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-23",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 475256096.0,
  "raum_discretionary": 388563927.0,
  "raum_non_discretionary": 86692169.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 366662041.0,
      "count": 4727
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 108594055.0,
      "count": 83
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://alianzacorp.vestiva.us",
    "https://atlantis.vestiva.us",
    "https://avalcasadebolsa.vestiva.us",
    "https://bam.globalinvest.us",
    "https://bcpglobal.com",
    "https://beca.vestiva.us",
    "https://bradescoinvest.us",
    "https://credicorpcapitalinvest.com",
    "https://facebook.com/bcpglobal",
    "https://gbminvestor.com",
    "https://gwmpro.vestiva.us",
    "https://instagram.com/bcpglobal?hl=en",
    "https://join.nextbyinvex.us",
    "https://linkedin.com/company/bcpglobal",
    "https://monexinvestor.com",
    "https://onboarding.daviviendaadvisors.com",
    "https://onboarding.warrenglobal.us",
    "https://optionsecurities.vestiva.us",
    "https://skandia.vestiva.us",
    "https://sweetwater.vestiva.us",
    "https://vestiva.us",
    "https://vxm.vestiva.us",
    "https://youtube.com/channel/UCPNh-5KPbSm2unsoIrTzejw/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157973",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/xendia-wealth-llc-miami-fl-157973",
  "display_name": "Xendia Wealth LLC",
  "summary": "Xendia Wealth LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Xendia Wealth LLC (CRD 157973): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Xendia Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Xendia Wealth LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Xendia Wealth LLC located?",
      "a": "Xendia Wealth LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Xendia Wealth LLC registered with the SEC or a state?",
      "a": "Xendia Wealth LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 157973."
    },
    {
      "q": "How much does Xendia Wealth LLC manage?",
      "a": "Xendia Wealth LLC reports $475,256,096 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (82% discretionary)."
    },
    {
      "q": "How have Xendia Wealth LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Xendia Wealth LLC: Regulatory assets under management: $123,266,355 in the October 2021 data and $475,256,096 in the October 2026 data, up 286%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Xendia Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,727); corporations or other businesses not listed above (83)."
    },
    {
      "q": "Which custodians does Xendia Wealth LLC use?",
      "a": "Xendia Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Xendia Wealth LLC report any disciplinary disclosures?",
      "a": "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/157973"
    },
    {
      "q": "What changed in Xendia Wealth LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name BCP Global. Changed its legal name from BCP Advisors LLC to Xendia Wealth LLC. Regulatory assets under management went from $291,662,177 to $475,256,096 (+63%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 123266355.0,
      "total_employees": 2,
      "filing_date": "2021-09-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 172468424.0,
      "total_employees": 2,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168605609.0,
      "total_employees": 4,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 221025517.0,
      "total_employees": 4,
      "filing_date": "2024-06-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 291662177.0,
      "total_employees": 6,
      "filing_date": "2025-04-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 475256096.0,
      "total_employees": 5,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name BCP Global.",
        "Changed its legal name from BCP Advisors LLC to Xendia Wealth LLC.",
        "Regulatory assets under management went from $291,662,177 to $475,256,096 (+63%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/xendia-wealth-llc-miami-fl-157973.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4727,
      "fewer_than_5": false,
      "raum": 366662041.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 83,
      "fewer_than_5": false,
      "raum": 108594055.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157973",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}