Xendia Wealth Llc
- Regulatory AUM
- $475M
- Discretionary
- $389M
- Clients
- 4,810
- Avg AUM / client
- $98.8K
- Accounts
- 4,810
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,727 | $367M | 77.2% |
| Corporations and other businesses | 83 | $109M | 22.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mauricio Armando | Manager And Ceo | Dec 2010 (16y) | Less than 5% | |
| Rey De Sa, Catalina | Chief Compliance Officer | Dec 2017 (9y) | Less than 5% | |
| Santiago Maggi | Manager And Coo | Aug 2018 (8y) | Less than 5% | |
| Ignacio Del Fresno | Registered representative | May 2022 (4y) | ||
| Amaranta Rojas Papa | Registered representative | Jan 2024 (3y) | ||
| Eleazar Garzon | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bcp Global Llc | Member | Dec 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • % OF FEES THAT OTHER ADVISER RECEIVE
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Interactive Brokers $475M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗