XENDIA WEALTH LLC
SEC RegisteredDiversify your investments with Monex Investor.
About the firm
Monex Investor is an investment advisory platform that allows clients to invest, save, and plan their finances in the U.S. from their home, solving offshore financial needs through a single app. The firm offers portfolios built with BlackRock® and managed by Monex Investor, with custody and lending services supported by Interactive Brokers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
iBonds (fixed-income portfolios of corporate and government bonds via iShares iBonds ETFs), T-Bills (fixed-income portfolios of U.S. Treasury bonds with maturity up to 12 months), Model Portfolios (savings invested in portfolios built with BlackRock and managed by Monex Investor), and Lending (borrow up to 70% of investment account value through Interactive Brokers).
Who they serve
Latin-American clients seeking offshore financial services in the U.S.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,727 | $367M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. XENDIA WEALTH LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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