Xendia Wealth LLC logo

Xendia Wealth LLC

Updated today

Client assets under management

$366,662,041

Clients

4,727

0% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

945

Very High

Average account size

$77,568

About

Xendia Wealth LLC provides discretionary and non-discretionary investment advisory and asset allocation services to a broad client base, including individuals, trusts, estates, charitable organizations, corporations, and foreign investment advisers. The firm operates a digital, algorithm-driven platform (Vestiva as its B2C trade name and Xendia Wealth as its B2B identity) and offers model portfolios, sub-advisory services, and custody through Interactive Brokers.

The firm’s investment process centers on an online Questionnaire and proprietary Algorithm that recommends model portfolios primarily composed of ETFs and UCITS ETFs, with many models constructed in partnership with BlackRock and managed using principles of Modern Portfolio Theory. Portfolios are systematically monitored and rebalanced, and the firm discloses that clients may use margin accounts and can move among offered portfolios via the mobile app or website.

Xendia Wealth is notable for a recent corporate rebranding from BCP Advisors and for operating a dual-brand structure while retaining the same ownership and investment personnel, as disclosed in its brochure. The firm also reports a high client-to-advisor ratio (4,727 clients across five advisors), ownership ties to real-estate businesses (including an affiliated real estate brokerage entity), and a 2024 SAFE capital raise—matters the brochure addresses alongside policies designed to mitigate related conflicts.

Client services

Portfolio management
Sub-advisory arrangement w/ other advisers/internet adviser

Expertise

Passive / index investing Tax-loss harvesting Retirement income strategy

Fee options

Percentage

$0 - $100,000: up to 1.85% annually $100,001 - $500,000: up to 1.65% annually $500,001 - $1,000,000: up to 1.25% annually $1,000,001+: up to 1.10% annually

Other

Account minimum: $20,000

Main office location

Xendia Wealth LLC

175 S.W. 7 Th Street, Suite 2310

Miami FL 33130, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Santiago M

Series 65, Series 66

Miami, FL

Xendia Wealth LLC

Santiago Maggi is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with BCP Advisors since 2017. Prior to that, he was associated with Dvdendo, LLC, an investment adviser entity. BCP Advisors, operating as Vestiva, provides discretionary and non-discretionary investment management services primarily through an automated digital platform. The firm serves individuals, trusts, estates, and charitable organizations using an algorithm-driven investment process focused on model portfolios composed mainly of ETFs and UCITS.

Passive / index investing Tax-loss harvesting Retirement income strategy
user avatar

Amaranta R

Series 65

Miami, FL

Xendia Wealth LLC

Amaranta Rojas Papa is a financial advisor at BCP Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at BCP Advisors since 2021 and previously held a position at Berkowitz Pollack Brant Advisors CPA. Prior to her financial advisory career, she spent several years in full-time education. BCP Advisors operates as Vestiva, providing discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, using an algorithm-driven approach to recommend model portfolios mainly composed of ETFs and UCITS.

Passive / index investing Tax-loss harvesting Retirement income strategy
user avatar

Mauricio A

Series 65

Miami, FL

Xendia Wealth LLC

Mauricio Armando is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has been involved with BCP Advisors, Blue Capital Partners, and Blue Global Realty Corp. since 2010 or earlier. Outside of advisory work, he is a managing member of Venetian Administration, LLC, overseeing maintenance and repairs for residential properties in Miami. BCP Advisors, operating as Vestiva, provides discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, managing approximately $291.7 million in assets across nearly 3,900 accounts using algorithm-driven model portfolios based mainly on ETFs and UCITS.

Passive / index investing Tax-loss harvesting Retirement income strategy
user avatar

Eleazar G

Series 65

Miami, FL

Xendia Wealth LLC

Eleazar Garzon is a financial advisor with BCP Advisors LLC in Miami, FL, holding a Series 65 credential and three years of industry experience. He has been with BCP Advisors since 2018 and has prior experience with Capital Markets Argentina dating back to 2009. BCP Advisors, operating as Vestiva, provides discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, managing approximately $291.7 million across about 3,900 client accounts using an algorithm-driven, model portfolio approach based on Modern Portfolio Theory.

Passive / index investing Tax-loss harvesting Retirement income strategy
user avatar

Ignacio D

Series 65

Miami, FL

Xendia Wealth LLC

Ignacio Del Fresno is a financial advisor at BCP Advisors LLC with three years of industry experience. He holds a Series 65 designation and has been with BCP Advisors since 2019, following completion of a Master of Science in Finance at Florida International University. BCP Advisors, operating as Vestiva, offers discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, managing approximately $291.7 million across about 3,900 client accounts using an algorithm-driven investment process based on Modern Portfolio Theory.

Passive / index investing Tax-loss harvesting Retirement income strategy
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