Financial Designs Wealth Management
Financial Designs Wealth Management is an SEC-registered wealth manager in Miami, FL with $261.2M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Financial Designs Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314520, SEC 801-128134, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $261.2M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 6
- Clients
- 181
- CRD
- 314520
- Ownership
- JORGE A VALDES REVOCABLE TRUST; FINANCIAL DESIGNS PRIVATE WEALTH, LLC; Jennifer, Valdes; VALDES, JENNIFER, ASHLEY; Valdes, Jorge, Alberto
How much AUM does Financial Designs Wealth Management have?
Financial Designs Wealth Management reported $261.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Financial Designs Wealth Management?
Disclosed owners and executives of Financial Designs Wealth Management include JORGE A VALDES REVOCABLE TRUST, FINANCIAL DESIGNS PRIVATE WEALTH, LLC, Jennifer, Valdes, VALDES, JENNIFER, ASHLEY, Valdes, Jorge, Alberto. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.