DESIGNED WEALTH USA LTD.
SEC Form ADV profile.
Total regulatory AUM
$5,280,000
Discretionary
$5,280,000
Non-discretionary
$0
Firm details
- CRD number
- 337487
- SEC file number
- 801-134267
- Employees
- 10
- SEC status
- Approved
- Website
- https://designedwealth-usa.com/
- Fee structure
-
Percentage of AUM
As of October 2026.