Financial Designs Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 26, 2026, reports $261M in regulatory assets under management, 6 employees, and 181 accounts.
Assets Under Management
$261M
Employees
6
Offices
--
Total Clients
181
Primary office
MIAMI, FL
8000 NW 7TH STREET, SUITE 203, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 42.5% of total clients.
Top client categories% of clientsClients
1
HNWI
42.5%
77
2
Pension Plans
34.3%
62
3
Individuals
21.0%
38
4
Corporations
2.2%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of March 26, 2026
Discretionary66.6%
$174M
67% of total RAUM66.6%
Non-discretionary33.4%
$87M
33% of total RAUM33.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$261M
Total Accounts181
10Y AUM Change+$261M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.