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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.