{"url":"https://nivawealth.com/firms/fdi-wealth-management-292050","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/292050","regulatoryAum":283751761,"crd":"292050","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8044790","suffix":null,"lastName":"Gamarci","firstName":"Rodrigo","middleName":"Martin"},{"crd":"3226666","suffix":null,"lastName":"SARDANS","firstName":"MARIANO","middleName":"ARIEL"},{"crd":"7925120","suffix":null,"lastName":"Valli","firstName":"Guido","middleName":"Alejo"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-08-01","regulatoryAum":148791627,"clients":333,"employees":2,"offices":3},{"filedOn":"2024-05-22","regulatoryAum":174774710,"clients":560,"employees":2,"offices":3},{"filedOn":"2025-05-05","regulatoryAum":219332935,"clients":343,"employees":21,"offices":3},{"filedOn":"2026-08-06","regulatoryAum":283751761,"clients":353,"employees":5,"offices":3}],"secFileNumber":"801-128421","legalName":"Fdi Wealth Management, LLC","displayName":"FDI Wealth Management","slug":"fdi-wealth-management-292050","website":"https://fdinternational.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"777 Brickell Ave, Suite 500","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33131"},"tradeNames":["Fdi Family Office S.a.","Fdi Gerenciadora De Patrimonios","Financial Design International S.a","Gerenciadora De Patrimonios Fdi"],"registration":{"secApproved":"28 July 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":472428.0833333333,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":283751761,"discretionary":283751761,"discretionaryAccounts":353,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":10},"clientTypes":[{"label":"Individuals (other than HNW)","clients":174,"regulatoryAum":49416236},{"label":"High-net-worth individuals","clients":18,"regulatoryAum":41289956},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":1282504},{"label":"Corporations and other businesses","clients":160,"regulatoryAum":191763065}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Interactive Brokers LLC","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":8567756},{"name":"Stonex Financial Inc.","shortName":"Stonex Financial","location":"Winter Park, FL","smaAssets":254522434},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":20661571}],"custodyNote":"FDI Wealth Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mariano Sardans","title":"Managing Member/President","crd":"3226666"},{"name":"Daniel Posse","title":"Chief Compliance Officer","crd":"7925481"}],"ownership":[{"label":"Fdi Family Office S.a.","detail":"Shareholder in the 75% or more ownership band and a control person, since July 2017."},{"label":"Mariano Sardans","detail":"Indirect owner: a managing member of Fdi Family Office S.a. in the 75% or more band and a control person, since July 2017.","parent":"Fdi Family Office S.a."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[{"city":"BUENOS AIRES","country":"Argentina","postalCode":"1428","street":"AV. DEL LIBERTADOR 6250","display":{"city":"BUENOS AIRES","region":null,"postalCode":"1428","ruleVersion":"office-display-1"}},{"city":"MONTEVIDEO","country":"Uruguay","postalCode":"11300","street":"LUIS A. DE HERRERA 1248, TORRE 1,","display":{"city":"MONTEVIDEO","region":null,"postalCode":"11300","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"777 Brickell Ave, Suite 500","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-875-7673","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":55},{"label":"U.S. government/agency bonds","percent":27},{"label":"Sovereign bonds","percent":16},{"label":"Investment grade corporate bonds","percent":1},{"label":"Other","percent":1,"detail":"Provincial Bonds"}],"privateFunds":0},"sources":{"adv1FilingDate":"6 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/292050/PDF/292050.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does FDI Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does FDI Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does FDI Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does FDI Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does FDI Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns FDI Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FDI Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact FDI Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}