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XENDIA WEALTH LLC

MIAMI, FL · CRD 157973 · IAPD ↗ · monexinvestor.com · 305-415-0060

$475.3MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — BCP ADVISORS LLC is now doing business as XENDIA WEALTH LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — XENDIA WEALTH LLC reported RAUM up 63% ($291.7M -> $475.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2025 — BCP ADVISORS LLC changed its website from bcpglobal.com to monexinvestor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
April 2025 — BCP ADVISORS LLC reported RAUM up 32% ($221.0M -> $291.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — BCP ADVISORS LLC reported RAUM up 31% ($168.6M -> $221.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.