A complete list of active advisors currently associated with Xendia Wealth LLC

Warmer can help you find a great advisor at Xendia Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Xendia Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.