SourcingSourcing

XENDIA WEALTH LLC

C29
CRD 157973·SEC 801-113402·MIAMI, FL
AUM
$475.3M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
XENDIA WEALTH LLC
CRD
157973
SEC file #
801-113402
EIN
—
DBA names
—

Economics

AUM
$475.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$27.5M → $475.3M▲ +1628%
Client mix
Individuals Other4,727
Corporations83

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
2 advisors → 5 advisors▲ +150%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
monexinvestor.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BCP GLOBAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BCP GLOBAL LLC
ARMANDO, MAURICIO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MONEXINVESTOR.COM
Rdap Domain Creation Date
2020-08-03T18:21:55Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-03T18:21:55Z
Rdap Domain Last Changed
2025-07-28T14:40:45Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
MAGGI, SANTIAGO
IAR · Executive Officer · 2.5%
2882318
ARMANDO, MAURICIO
IAR · Executive Officer · 2.5%
5851228
REY DE SA, CATALINA
Executive Officer · 2.5%
5654516
Amaranta Rojas Papa
IAR
7856999
Ignacio del Fresno
IAR
7517365
ELEAZAR GARZON
IAR
4732833