Fdi Wealth Management, LLC

$283.8MAssets under management
as of Aug 2026 · SEC Form ADV
Miami, FL
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Tech stack

No one at Fdi Wealth Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $91M held · filed May 2024
Stonex Financial Inc.
Per Form ADV · $70M held · filed May 2024
Interactive Brokers
Per Form ADV · $13M held · filed May 2024