# Xendia Wealth LLC

> 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.

- CRD: 157973
- Filed as: XENDIA WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157973
- AdvisorCensus page: https://advisorcensus.com/firm/xendia-wealth-llc-miami-fl-157973

## Quick answers

**How is Xendia Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Xendia Wealth LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Xendia Wealth LLC located?**
Xendia Wealth LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Xendia Wealth LLC registered with the SEC or a state?**
Xendia Wealth LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 157973.

**How much does Xendia Wealth LLC manage?**
Xendia Wealth LLC reports $475,256,096 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (82% discretionary).

**How have Xendia Wealth LLC's assets and staff changed since 2021?**
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.

**What types of clients does Xendia Wealth LLC serve?**
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).

**Which custodians does Xendia Wealth LLC use?**
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.

**Does Xendia Wealth 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/157973

**What changed in Xendia Wealth LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

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

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: $475,256,096
- Discretionary: $388,563,927
- Non-discretionary: $86,692,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,727 | $366,662,041 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 83 | $108,594,055 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alianzacorp.vestiva.us](https://alianzacorp.vestiva.us)
- [atlantis.vestiva.us](https://atlantis.vestiva.us)
- [avalcasadebolsa.vestiva.us](https://avalcasadebolsa.vestiva.us)
- [bam.globalinvest.us](https://bam.globalinvest.us)
- [bcpglobal.com](https://bcpglobal.com)
- [beca.vestiva.us](https://beca.vestiva.us)
- [bradescoinvest.us](https://bradescoinvest.us)
- [credicorpcapitalinvest.com](https://credicorpcapitalinvest.com)
- [gbminvestor.com](https://gbminvestor.com)
- [gwmpro.vestiva.us](https://gwmpro.vestiva.us)
- [join.nextbyinvex.us](https://join.nextbyinvex.us)
- [monexinvestor.com](https://monexinvestor.com)
- [onboarding.daviviendaadvisors.com](https://onboarding.daviviendaadvisors.com)
- [onboarding.warrenglobal.us](https://onboarding.warrenglobal.us)
- [optionsecurities.vestiva.us](https://optionsecurities.vestiva.us)
- [skandia.vestiva.us](https://skandia.vestiva.us)
- [sweetwater.vestiva.us](https://sweetwater.vestiva.us)
- [vestiva.us](https://vestiva.us)
- [vxm.vestiva.us](https://vxm.vestiva.us)
- Facebook @bcpglobal
- Instagram @bcpglobal
- LinkedIn @bcpglobal
- YouTube @UCPNh-5KPbSm2unsoIrTzejw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $123,266,355 | 2 | September 7, 2021 |
| October 2022 | $172,468,424 | 2 | August 30, 2022 |
| October 2023 | $168,605,609 | 4 | July 19, 2023 |
| October 2024 | $221,025,517 | 4 | June 19, 2024 |
| October 2025 | $291,662,177 | 6 | April 10, 2025 |
| October 2026 | $475,256,096 | 5 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Xendia Wealth LLC (CRD 157973): Form ADV filing data as of October 2026.