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| Keyboard |
| Financial Designs Wealth Management LLC
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|---|---|
| CRD # | 314520 |
| SEC # | 801-128134 |
| CIK # | |
| AUM | 261.2 M (2026-06-16) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| 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) | 38 | 8.7 |
| (b) Individuals (high net worth individuals) | 77 | 163.1 |
| (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 | 87.3 |
| (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 | 4 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 261.2 |
| By Discretionary | ||
| Discretionary | 119 | 173.9 |
| Non-Discretionary | 62 | 87.3 |
| Total | 181 | 261.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.2 | |
| Total | 181 | 261.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 343 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 262.0 M |
|
J Team Financial Inc
✚
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TX | 262.0 M |
|
Tandem Wealth Advisors LLC
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AZ | 261.5 M |
|
WJ Wealth Management LLC
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|
AZ | 261.5 M |
|
Bullock Wealth Management Group Inc
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IN | 261.4 M |
|
Viawealth LLC
✚
|
KS | 260.7 M |
|
GLR Partners LLC
✚
|
MD | 260.7 M |
|
DCM Advisors LLC
✚
|
NY | 260.5 M |
|
Alamar Capital Management LLC
✚
|
CA | 260.3 M |
|
Banker Investment Group Inc
✚
|
IN | 260.2 M |