Overview
Assets Under Management: $195 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL DESIGNS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314520), FINANCIAL DESIGNS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FINANCIAL DESIGNS WEALTH MANAGEMENT is headquartered in MIAMI, FL.
FINANCIAL DESIGNS WEALTH MANAGEMENT serves 66 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL DESIGNS WEALTH MANAGEMENT offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL DESIGNS WEALTH MANAGEMENT manages $195 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, FINANCIAL DESIGNS WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 165
Discretionary Accounts: 103
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 314520
Filing ID: 2053963
Last Filing Date: 2026-02-13 17:24:16