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FDI WEALTH MANAGEMENT, LLC

MIAMI, FL · CRD 292050 · IAPD ↗ · fdinternational.com · 561-875-7673

$283.8MRegulatory AUM
3Advisory reps
5Employees
10Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — FDI WEALTH MANAGEMENT, LLC reported RAUM up 29% ($219.3M -> $283.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — FDI WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — FDI WEALTH MANAGEMENT, LLC reported RAUM up 25% ($174.8M -> $219.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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