Fdi Wealth Management, Llc
- Regulatory AUM
- $284M
- Discretionary
- $284M
- Clients
- 353
- Avg AUM / client
- $804K
- Accounts
- 353
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $49.4M | 17.4% |
| High net worth individuals | 18 | $41.3M | 14.6% |
| Pension and profit sharing plans | 1 | $1.3M | 0.45% |
| Corporations and other businesses | 160 | $192M | 67.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mariano Ariel Sardans | Managing Member/Chief Compliance Officer | Jul 2017 (9y) | ≈ 56.25% – 100% via Fdi Family Office S.A. | |
| Posse, Daniel | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Guido Alejo Valli | Registered representative | Jul 2024 (2y) | ||
| Rodrigo Martin Gamarci | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fdi Family Office S.A. | Shareholder | Jul 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mariano Ariel Sardans: 75% – 100% of Fdi Family Office S.A. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/11/2026 | 1.12 MB | 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Stonex Financial Inc. $255M (90% of AUM) Mar 2026
- Charles Schwab & Co. $91.2M (52% of AUM) Feb 2025
- Pershing $20.7M (7% of AUM) Mar 2026
- Interactive Brokers $8.6M (3% 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 11, 2026.
View current Form ADV (SEC/IAPD) ↗