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FINANCIAL DESIGNS WEALTH MANAGEMENT
Legal name: FINANCIAL DESIGNS WEALTH MANAGEMENT LLC
CRD 314520File 801-128134
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$261.2M
Below cohort median (national)
Discretionary AUM
$173.9M
Non-discretionary $87.3M
Clients
181
181 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 20, 2023
- Principal office
- 8000 NW 7TH STREET, SUITE 203, MIAMI, FL, 33126
- Phone
- 786-388-0070
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.2M
- Discretionary AUM
- $173.9M
- Non-discretionary AUM
- $87.3M
- Discretionary accounts
- 119
- Non-discretionary accounts
- 62
- Total accounts
- 181
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.1M |
| High net worth individuals | 77 | $163.1M |
| Pension and profit sharing plans | 62 | $87.3M |
| Individuals (other than high net worth individuals) | 38 | $8.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 163 | 181 | increased by18 |
| Apr 1, 2026 | AUM | $194,787,006 | $261,182,326 | increased by$66,395,320 |
| Apr 1, 2026 | Accounts | 165 | 181 | increased by16 |
| May 1, 2025 | Registration | — | APPROVED | |
| Nov 1, 2021 | Custody | No | Yes | |
| Oct 1, 2021 | Employees | 1 | 4 | increased by3 |
| Oct 1, 2021 | AUM | $0 | $70,055,330 | increased by$70,055,330 |
| Oct 1, 2021 | Accounts | 0 | 59 | increased by59 |
| Jun 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL DESIGNS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL DESIGNS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.