Designed Wealth USA Ltd.
● SEC registered since 2025CRD 337487SEC# 801-134267
Reg. AUM
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Employees
4
Accounts
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Location
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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 employs 4 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 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Designed Wealth USA Ltd. have?
Designed Wealth USA Ltd. reports 4 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
EmployeesTop 69%
More than 31% of 16,825 advisers