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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

FDI WEALTH MANAGEMENT, LLC

CRD 292050

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:617b76ce-e9f0-b4bc-4553-5a4d880f8a85

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 27, 2023 to Aug 6, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.32 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $284MItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $284M
Private client RAUM: $90.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 32%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $94.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 353
Individual clients: 174
High net worth clients: 18
SEC number: 801-128421
CRD: 292050
Filings on the tape: 12
First filed: Jun 27, 2023
Latest filed: Aug 6, 2026
Organised: Limited Liability Company, FL
Website: fdinternational.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Guido Alejo Valli	n/a	MIAMI, FL	2	12	n/a	no
Rodrigo Martin Gamarci	n/a	MIAMI, FL	1	12	n/a	no
MARIANO ARIEL SARDANS	n/a	MIAMI, FL	0	22	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FDI FAMILY OFFICE S.A.	Shareholder	E	yes	07/2017	Jun 27, 2023	May 22, 2024
SARDANS, MARIANO, ARIEL	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	07/2017	Jun 27, 2023	May 22, 2024
SARDANS, MARIANO, ARIEL	MANAGING MEMBER/PRESIDENT	Na	yes	07/2017	Jun 27, 2023	May 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FDI FAMILY OFFICE S.A	n/a	n/a	n/a	Y	yes	n/a
FINANCIAL DESIGN INTERNATIONAL S.A.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BUENOS AIRES	n/a	Argentina	1	no
Montevideo	n/a	Uruguay	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$284M	$284M	5	3	2	n/a	n/a
2024	Mar 27, 2025	$219M	$219M	21	3	2	n/a	n/a
2023	Mar 26, 2024	$175M	$175M	2	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$284M	$219M	29.4%	n/a	n/a	5	21	2	2

Relationships

Registered with (3)

← MARIANO ARIEL SARDANSAdvisorregistration: current employment
Dec 8, 2025 to presentfactForm ADV
← Rodrigo Martin GamarciAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← Guido Alejo ValliAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV

Controls (2)

← SARDANS, MARIANO, ARIELOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 27, 2023 to May 22, 2024factForm ADV
← FDI FAMILY OFFICE S.A.OwnerSHAREHOLDER, ownership code E, foreign entity
Jun 27, 2023 to May 22, 2024factForm ADV

Dated events

Occurred
May 22, 2024
Control person joined
Daniel Posse (Chief Compliance Officer) appeared on Schedule A of Fdi Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
May 22, 2024
Control person left
Daniel Posse (Chief Compliance Officer) no longer on Schedule A of Fdi Wealth Management, Llc (listed 2024-05-22, absent 2024-05-22)
Form ADVobserved 5 days ago
Occurred
Jun 27, 2023
First Form ADV filing
Fdi Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:617b76ce-e9f0-b4bc-4553-5a4d880f8a85
First observed: Jun 27, 2023
Last observed: Aug 6, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FDI WEALTH MANAGEMENT, LLC

CRD 292050

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:617b76ce-e9f0-b4bc-4553-5a4d880f8a85

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Guido Alejo Valli

n/a

MIAMI, FL

n/a

Rodrigo Martin Gamarci

n/a

MIAMI, FL

n/a

MARIANO ARIEL SARDANS

n/a

MIAMI, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FDI FAMILY OFFICE S.A.

Shareholder

yes

07/2017

Jun 27, 2023

May 22, 2024

SARDANS, MARIANO, ARIEL

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2017

Jun 27, 2023

May 22, 2024

SARDANS, MARIANO, ARIEL

MANAGING MEMBER/PRESIDENT

yes

07/2017

Jun 27, 2023

May 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FDI FAMILY OFFICE S.A

n/a

yes

n/a

FINANCIAL DESIGN INTERNATIONAL S.A.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BUENOS AIRES

n/a

Argentina

Montevideo

n/a

Uruguay

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$284M

n/a

2024

Mar 27, 2025

$219M

n/a

2023

Mar 26, 2024

$175M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$284M

$219M

29.4%

n/a