| Name | Title | Ownership | Since |
|---|---|---|---|
| Financial Designs Private Wealth, LLC Control | Owner | 25-50% | 2023 |
| Jennifer Ashley Valdes Control | Chief Compliance Officer | Under 5% | 2021 |
| Jorge a Valdes Revocable Trust Control | Grantor / Trustee | Over 75% | 2022 |
Financial Designs Wealth Management LLC reports $194.8 million in regulatory assets under management on its Form ADV.
Financial Designs Wealth Management LLC reports 6 employees.
Financial Designs Wealth Management LLC is based in Miami, FL and has been SEC-registered since 2023.
Financial Designs Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8000 NW 7th Street, Suite 203, Miami, FL 33126 |
| Phone | 786-388-0070 |
| Office hours | 8:30-5:30p.m. By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $123.4M |
| Non-discretionary | $71.3M |
| Total (RAUM) | $194.8M |