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FINANCIAL DESIGNS WEALTH MANAGEMENT
FINANCIAL DESIGNS WEALTH MANAGEMENT LLC
CRD 314520 · SEC 801-128134
8000 NW 7TH STREET, SUITE 203, MIAMI, FL, 33126, United States
Phone
786-388-0070
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.2M
Discretionary AUM
$173.9M
Team
6 total employees; 4 advisory reps; 343 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $8.7M |
| High net worth individuals | 77 | $163.1M |
| Pension/profit sharing plans | 62 | $87.3M |
| Corporations/business entities | 4 | $2.1M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD