Jorge a Valdes Revocable Trust
Grantor / TrusteeFinancial Designs Wealth Management LLC
About Jorge a Valdes Revocable Trust
Jorge a Valdes Revocable Trust is listed as Grantor / Trustee at Financial Designs Wealth Management LLC in Miami, FL. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Financial Designs Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jorge a Valdes Revocable Trust work?
Jorge a Valdes Revocable Trust is listed as Grantor / Trustee at Financial Designs Wealth Management LLC on SEC Form ADV.
How much of Financial Designs Wealth Management LLC does Jorge a Valdes Revocable Trust own?
Form ADV reports a beneficial ownership band of Over 75%.
Financial Designs Wealth Management LLC
| Title | Grantor / Trustee |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |