FDI WEALTH MANAGEMENT, LLC

Overview

FDI Wealth Management, LLC is an independent registered investment adviser that launched its SEC registration in 2023 and positions itself as a capital allocator for both individual/family and institutional clients. The firm combines discretionary portfolio management with fee-based financial planning, charging a blend of percentage-of-AUM fees and hourly planning fees. Its stated advisory services include portfolio management for individuals, small businesses and institutions, alongside financial planning. Investment posture is equity‑oriented: the firm favors exchange‑traded equities and ETFs as the primary building blocks of client portfolios, and uses third‑party managers when accessing alternative strategies. FDI Wealth Management reports it is not an active ESG investor. It lists both individual and institutional clients and acts as an allocator to outside alternative managers rather than trying to run those strategies in-house.

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Location & Offices