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Ignacio Del fresno

Investment adviser representative at Xendia Wealth LLC
10 yearsExperience
1 stateRegistered in
$475.3MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Xendia Wealth LLCMay 2022 to now
  2. Bcp Advisors LLCSep 2021 to now
  3. Master of Science In Finance At Florida International UniversityAug 2020 to Aug 2021
  4. Bcp Advisors LLCJul 2019 to Jul 2020
  5. Bachelors In Business Admin. St. Thomas UniversityJan 2016 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Xendia Wealth LLC

$475.3MAssets managed
4,810Clients
5Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7517365
Firm CRD
157973
Advisor's SEC record (opens in a new tab)
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