Wealth manager, wrap-program sponsor · Miami, FL
Xendia Wealth LLC
SEC-registered investment adviser · CRD 157973 · SEC 801-113402
At a glance
Xendia Wealth LLC is an SEC-registered investment adviser based in Miami, Florida, with $475 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is individuals, and it reports 4,727 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 3,013th of 8,915 wealth managers and 8,033rd of 17,210 SEC-registered advisers by assets.
Main office 305-415-0060LinkedInAs filed on Form ADV
- Regulatory AUM
- $475M
- Rank among wealth managers
- #3,013 of 8,915
- Rank among all SEC RIAs
- #8,033 of 17,210
- Rank in Florida
- #436 of 1,090
- Individual clients
- 4,727
- High-net-worth clients
- 0
- Accounts
- 4,810
- Discretionary
- 82% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Mauricio ArmandoManager and CEO
- Catalina Rey De SaChief Compliance Officer
- Santiago MaggiManager and COO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 4,727 | $367M | 77% |
| Corporations or other businesses | 83 | $109M | 23% |
Disciplinary disclosures
Xendia Wealth LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗
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The full record on Xendia Wealth LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,587 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Xendia Wealth LLC manage?
Xendia Wealth LLC reports $475 million in regulatory assets under management across 4,810 accounts, 82% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Xendia Wealth LLC?
Xendia Wealth LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Xendia Wealth LLC’s clients?
By assets, its largest client types are individuals ($367 million, 4,727 clients); corporations or other businesses ($109 million, 83 clients).
Does Xendia Wealth LLC have any disciplinary history?
Xendia Wealth LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Xendia Wealth LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →