Financial Designs Wealth Management LLC
● SEC registered since 2023CRD 314520SEC# 801-128134Miami, FL
Reg. AUM
$261.2M
Employees
6
Accounts
181
Location
Miami, FL
Financial Designs Wealth Management LLC assets under management
Financial Designs Wealth Management LLC is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2023. It reports $261.2 million in regulatory assets under management and employs 6 people.
Financial Designs Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Financial Designs Private Wealth, LLC Control | Owner | 25-50% | 2023 |
| Jennifer Ashley Valdes Control | Chief Compliance Officer | Under 5% | 2021 |
| Jorge a Valdes Revocable Trust Control | Grantor / Trustee | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Designs Wealth Management LLC manage?
Financial Designs Wealth Management LLC reports $261.2 million in regulatory assets under management on its Form ADV.
How many employees does Financial Designs Wealth Management LLC have?
Financial Designs Wealth Management LLC reports 6 employees.
Where is Financial Designs Wealth Management LLC located?
Financial Designs Wealth Management LLC is based in Miami, FL and has been SEC-registered since 2023.
Does Financial Designs Wealth Management LLC disclose fund performance?
Financial Designs Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8000 NW 7th Street, Suite 203, Miami, FL 33126 |
| Phone | 786-388-0070 |
| Office hours | 8:30-5:30p.m. By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.2M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$261.2Mregulatory AUM
Discretionary $173.9MNon-discretionary $87.3M