Managing Member/president · FDI Wealth Management, LLC
Mariano A. Sardans
CRD 3226666 · Named on Form ADV at one SEC-registered adviser
At a glance
FDI Wealth Management, LLC, an SEC-registered asset manager based in Miami, FL with $284 million in regulatory assets, lists Mariano A. Sardans on its Form ADV as Managing Member/president, a control person.
Firms and roles
- FDI Wealth Management, LLCManaging Member/presidentAsset manager · Miami, FL · $284M in regulatory assets
AtlasMembers
Mariano’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel G. PosseChief Compliance Officer, FDI Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mariano’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.