SEC Form ADV

FINANCIAL DESIGNS WEALTH MANAGEMENT

Registered Investment AdviserFL
$261.2M
Assets Under Management
343
Total Clients
6
Employees
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Registration Details

Accession
crd-314520
Location
MIAMI, FL
Filing Date
June 16, 2026
AUM
$261.2M
Total Clients
343
Institutional Clients
62
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

FINANCIAL DESIGNS WEALTH MANAGEMENT is a registered investment adviser headquartered in MIAMI, FL, managing approximately $261.2M in assets across 343 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.