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Manager and CEO · Xendia Wealth LLC

Mauricio Armando

CRD 5851228 · Named on Form ADV at one SEC-registered adviser

At a glance

Xendia Wealth LLC, an SEC-registered wealth manager based in Miami, FL with $475 million in regulatory assets, lists Mauricio Armando on its Form ADV as Manager and CEO, a control person.

Firms and roles

  • Xendia Wealth LLCManager and CEOWealth manager · Miami, FL · $475M in regulatory assets

AtlasMembers

Mauricio’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mauricio’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.