RIA Intel›Advisers›Florida›FINANCIAL DESIGNS WEALTH MANAGEMENT LLC

FINANCIAL DESIGNS WEALTH MANAGEMENT LLC

Advisory

N·MIAMI, FL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$261M
1-Year AUM Growth
+41.4%
3-Year CAGR
+26.7%
Employees
4
Assets Under Management
Total AUM$261M
Discretionary AUM$174M
Non-Discretionary AUM$87M
Discretionary %66.6%
Total Clients163
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingApr 22, 2021
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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