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Designed Wealth USA Ltd.

● SEC registered since 2025CRD 337487SEC# 801-134267
Export (members)
Reg. AUM
Employees
4
Accounts
Location

Designed Wealth USA Ltd. assets under management

Designed Wealth USA Ltd. is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It employs 4 people.

Designed Wealth USA Ltd. owners & executives

4 reported
NameTitleOwnershipSince
Gillian Elizabeth Kunza ControlOwner / Administrator50-75%2021
Inclusive Holdings Ltd. ControlHolding Company50-75%2021
Michael Earl Konopaski ControlChief Compliance Officer / Chief Executive OfficerUnder 5%2021
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Frequently asked questions

How many employees does Designed Wealth USA Ltd. have?

Designed Wealth USA Ltd. reports 4 employees.

Does Designed Wealth USA Ltd. disclose fund performance?

Designed Wealth USA Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone416-898-5568
Office hours8:30 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo