FDI Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
FDI Wealth Management reports 353 clients. They include 174 individual clients, 160 corporations and other businesses, and 18 high-net-worth individuals. Of its assets, 100.0% ($284M across 353 accounts) are managed with discretion. Of its clients, 99% are outside the U.S. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 17% |
| High-net-worth individuals | 5% | 15% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | 45% | 68% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 174 | $49.4M | 17.4% | $284K |
| High-net-worth individuals | 18 | $41.3M | 14.6% | $2.29M |
| Pension and profit-sharing plans | Fewer than 5 | $1.28M | 0.5% | $1.28M |
| Corporations and other businesses | 160 | $192M | 67.6% | $1.2M |
| Total | 353 | $284M | 100% | — |
- Clients
- 174
- Regulatory AUM
- $49.4M
- AUM share
- 17.4%
- Avg. per client
- $284K
- Clients
- 18
- Regulatory AUM
- $41.3M
- AUM share
- 14.6%
- Avg. per client
- $2.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.28M
- AUM share
- 0.5%
- Avg. per client
- $1.28M
- Clients
- 160
- Regulatory AUM
- $192M
- AUM share
- 67.6%
- Avg. per client
- $1.2M
Total
- Clients
- 353
- Regulatory AUM
- $284M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 99%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
FDI Wealth Management is paid through a percentage of assets under management and hourly charges; its fees and minimums are set out in its brochures on the SEC website.
Fdi Family Office S.a. owns 75% or more of FDI Wealth Management and is in turn owned by Mariano Sardans (75% or more). The leadership team of FDI Wealth Management includes President Mariano Sardans and Chief Compliance Officer Daniel Posse. It has 5 employees, 3 of them in advisory roles.
Leadership
- Mariano SardansManaging Member/President
- Daniel PosseChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Rodrigo Martin Gamarci
- Mariano Ariel Sardans
- Guido Alejo Valli
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Fdi Wealth Management, LLC
Fdi Family Office S.a.
Control person · since July 2017
- Owns 75% or more of Fdi Family Office S.a.
Mariano Sardans
Control person · since July 2017
FDI Wealth Management’s regulatory assets grew 1.9× from $149M (August 2023) to $284M (August 2026); clients rose from 333 to 353 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $284M | 353 | 5 | 3 |
| May 2025 | $219M | 343 | 21 | 3 |
| May 2024 | $175M | 560 | 2 | 3 |
| August 2023 | $149M | 333 | 2 | 3 |
Besides its headquarters, FDI Wealth Management has 2 offices, with 3 listed addresses in the U.S. and abroad.
Florida · 1 listed address
- 777 Brickell Ave, Suite 500, MiamiHQ
International offices
- AV. DEL LIBERTADOR 6250, BUENOS AIRES, 1428, Argentina
- LUIS A. DE HERRERA 1248, TORRE 1,, MONTEVIDEO, 11300, Uruguay
Other business names
FDI Wealth Management has reported 4 other business names to the SEC.
- Fdi Family Office S.a.
- Fdi Gerenciadora De Patrimonios
- Financial Design International S.a
- Gerenciadora De Patrimonios Fdi
Contact and registration details
- Legal name
- Fdi Wealth Management, LLC
- Headquarters
- 777 Brickell Ave, Suite 500, Miami, FL 33131
- Website
- fdinternational.com
- Phone
- 561-875-7673
- SEC file
- 801-128421
- Structure
- Florida LLC
- Fiscal year end
- December
FDI Wealth Management uses Stonex Financial ($255M, 90%), Pershing ($20.7M, 7%) and Interactive Brokers ($8.57M, 3%) as custodians for its separately managed accounts. FDI Wealth Management has custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $8.57M3%
- Stonex FinancialStonex Financial Inc. · Winter Park, FL · $255M90%
- PershingPershing LLC · Jersey City, NJ · $20.7M7%
At year end, FDI Wealth Management’s separately managed accounts were mostly in stocks (55%) and bonds (44%).
What the accounts hold
- Stocks55%
- Bonds44%
- U.S. government and agency bonds27%
- Sovereign bonds16%
- Investment grade corporate bonds1%
- Other1%
- Provincial bonds1%
How many clients does FDI Wealth Management have?
FDI Wealth Management has 353 clients and manages $284 million for them, as of August 2026. They include 174 individual clients, 160 corporations and other businesses, and 18 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does FDI Wealth Management offer?
FDI Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does FDI Wealth Management use?
FDI Wealth Management’s separately managed account assets are held at Stonex Financial Inc. (Winter Park, FL), with $255M, Pershing LLC (Jersey City, NJ), with $20.7M and Interactive Brokers LLC (Greenwich, CT), with $8.57M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does FDI Wealth Management have?
FDI Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does FDI Wealth Management invest in?
At the end of its last fiscal year, FDI Wealth Management’s separately managed accounts held 55% exchange-traded equities, 27% U.S. government and agency bonds, 16% sovereign bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Provincial Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FDI Wealth Management?
FDI Wealth Management is owned through a holding company by Mariano Sardans. Its direct owner is Fdi Family Office S.a. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does FDI Wealth Management get paid?
FDI Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact FDI Wealth Management?
FDI Wealth Management’s main office is at 777 Brickell Ave, Suite 500, Miami, FL 33131. Its phone number is 561-875-7673. Its website is fdinternational.com.