FINANCIAL DESIGNS WEALTH MANAGEMENT LLC
Doing business as FINANCIAL DESIGNS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$261,182,326
Discretionary
$173,904,788
Non-discretionary
$87,277,538
Firm details
- CRD number
- 314520
- SEC file number
- 801-128134
- Main office
- MIAMI, FL, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.