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Jorge a Valdes Revocable Trust

Grantor / TrusteeFinancial Designs Wealth Management LLC

About Jorge a Valdes Revocable Trust

Jorge a Valdes Revocable Trust is listed as Grantor / Trustee at Financial Designs Wealth Management LLC in Miami, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Financial Designs Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jorge a Valdes Revocable Trust work?

Jorge a Valdes Revocable Trust is listed as Grantor / Trustee at Financial Designs Wealth Management LLC on SEC Form ADV.

How much of Financial Designs Wealth Management LLC does Jorge a Valdes Revocable Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Financial Designs Wealth Management LLC

TitleGrantor / Trustee
OwnershipOver 75%
Control personYes
Since2022
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