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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Designs Wealth Management LLC
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|---|---|
| CRD # | 314520 |
| SEC # | 801-128134 |
| CIK # | |
| AUM | $194.8 M (2025-04-14) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 786-388-0070 |
| Address | 8000 NW 7th Street Miami, FL 33126 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 5.7 |
| (b) Individuals (high net worth individuals) | 66 | 117.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 62 | 71.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 194.8 |
| By Discretionary | ||
| Discretionary | 103 | 123.4 |
| Non-Discretionary | 62 | 71.3 |
| Total | 165 | 194.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.8 | |
| Total | 165 | 194.8 |
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|---|---|---|
|
Griffith & Werner Inc
✚
|
GA | 0.2 |
|
AGP Franklin LLC
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TN | 0.2 |
|
Deseranno Corporation
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MI | 0.2 |
|
Echo45 Advisors LLC
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CA | 0.2 |
|
Aspirean Wealth LLC
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CA | 0.2 |
|
Capital Preservation Partners Inc
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|
NY | 0.2 |
|
Caerus Investment Advisors LLC
✚
|
0.2 | |
|
Gunn & Company Investment Management Inc
✚
|
FL | 0.2 |
|
AIFG Consultants Ltd
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|
NY | 0.2 |
|
Amore Ambro LLC
✚
|
0.2 |