Ignacio Del Fresno

XENDIA WEALTH

MIAMI, FL 33130

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CRD#: 7517365

Professional summary

Ignacio Del Fresno is a registered financial advisor currently at XENDIA WEALTH LLC located in Miami, Florida.

Ignacio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ignacio has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ignacio Del Fresno's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 10, 2022 - Present

XENDIA WEALTH LLC

Office #1: 175 S.w. 7th Street Suite 2310, Miami, FL 33130

RIA

CRD#: 157973

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

XENDIA WEALTH LLC

BCP ADVISORS LLC | XENDIA WEALTH LLC | BCP GLOBAL

CRD#: 157973 / SEC#: 801-113402

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

Florida

Registered Investment Advisory firm - (5/8/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/3/2022

Uniform Investment Adviser Law Examination

Current Firm

XENDIA WEALTH LLC

BCP ADVISORS LLC | XENDIA WEALTH LLC | BCP GLOBAL

CRD#: 157973 / SEC#: 801-113402

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

Florida

Registered Investment Advisory firm - (5/8/2018 Terminated)

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Contact information

Main Address

175 S.w. 7th Street Suite 2310, Miami, FL 33130

Mailing Address

Phone number

(305) 415-0060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

XENDIA WEALTH LLC - PART 2 APPENDIX 1 (3/23/2026)

XENDIA WEALTH LLC- BROCHURE FORM ADV PART 2A (3/23/2026)

Regulatory assets under management

Total Number of Accounts	4,810
AUM (Assets Under Management)	$ 475,256,096

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ignacio Del Fresno

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ignacio Del Fresno's CRS (Customer Relationship Summary).

Certified licenses

Experience

XENDIA WEALTH LLC

Primary Firm SEC Registration

XENDIA WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 5/3/2022

Current Firm

XENDIA WEALTH LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

XENDIA WEALTH LLC

TRUST BUT VERIFY

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