Designed Wealth USA Ltd.
● SEC registered since 2025CRD 337487SEC# 801-134267
Reg. AUM
$5.3M
Employees
10
Accounts
18
Location
—
Designed Wealth USA Ltd. assets under management
Designed Wealth USA Ltd. is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $5.3 million in regulatory assets under management and employs 10 people.
Designed Wealth USA Ltd. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gillian Elizabeth Kunza Control | Owner / Administrator | 50-75% | 2021 |
| Inclusive Holdings Ltd. Control | Holding Company | 50-75% | 2021 |
| Michael Earl Konopaski Control | Chief Compliance Officer / Chief Executive Officer | Under 5% | 2021 |
| Michael Earl Konopaski Control | President/Chief Executive Officer | Over 75% | 2021 |
Frequently asked questions
How much does Designed Wealth USA Ltd. manage?
Designed Wealth USA Ltd. reports $5.3 million in regulatory assets under management on its Form ADV.
How many employees does Designed Wealth USA Ltd. have?
Designed Wealth USA Ltd. reports 10 employees.
Does Designed Wealth USA Ltd. disclose fund performance?
Designed Wealth USA Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 416-898-5568 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,340 advisers
EmployeesTop 40%
More than 60% of 16,820 advisers
Assets under management
$5.3Mregulatory AUM
Discretionary $5.3M