FINANCIAL DESIGNS WEALTH MANAGEMENT LLC
Legal name: FINANCIAL DESIGNS WEALTH MANAGEMENT
CRD #314520 SEC #801-128134 MIAMI, FL 786-388-0070
SEC Registered
Total AUM
$194.8M
Discretionary
$123.4M
Employees
6
Clients
0
Accounts
165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $194.8M | $123.4M | $71.3M | 6 | 337 |
| Apr 2025 | $194.8M | $123.4M | $71.3M | 6 | 337 |
| Mar 2025 | $194.8M | $123.4M | $71.3M | 6 | 337 |
| May 2024 | $137.7M | $87.3M | $50.5M | 5 | 332 |
| Apr 2024 | $137.7M | $87.3M | $50.5M | 5 | 332 |
| Apr 2024 | $137.7M | $87.3M | $50.5M | 5 | 332 |
| Feb 2024 | $137.7M | $87.3M | $50.5M | 5 | 332 |
| Sep 2023 | $100.4M | $65.5M | $34.8M | 5 | 218 |
| Sep 2023 | $100.4M | $65.5M | $34.8M | 5 | 218 |
| Aug 2023 | $100.4M | $65.5M | $34.8M | 5 | 218 |
| May 2023 | $100.4M | $65.5M | $34.8M | 5 | 218 |
| May 2023 | $100.4M | $65.5M | $34.8M | 5 | 218 |
| Feb 2022 | $70.1M | $70.1M | $0 | 4 | 0 |
| Oct 2021 | $70.1M | $70.1M | $0 | 4 | 0 |
| Sep 2021 | $70.1M | $70.1M | $0 | 4 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$194.8M
Discretionary$123.4M
Non-Disc.$71.3M
Employees6
Clients337
DateApr 2025
Total AUM$194.8M
Discretionary$123.4M
Non-Disc.$71.3M
Employees6
Clients337
DateMar 2025
Total AUM$194.8M
Discretionary$123.4M
Non-Disc.$71.3M
Employees6
Clients337
DateMay 2024
Total AUM$137.7M
Discretionary$87.3M
Non-Disc.$50.5M
Employees5
Clients332
DateApr 2024
Total AUM$137.7M
Discretionary$87.3M
Non-Disc.$50.5M
Employees5
Clients332
DateApr 2024
Total AUM$137.7M
Discretionary$87.3M
Non-Disc.$50.5M
Employees5
Clients332
DateFeb 2024
Total AUM$137.7M
Discretionary$87.3M
Non-Disc.$50.5M
Employees5
Clients332
DateSep 2023
Total AUM$100.4M
Discretionary$65.5M
Non-Disc.$34.8M
Employees5
Clients218
DateSep 2023
Total AUM$100.4M
Discretionary$65.5M
Non-Disc.$34.8M
Employees5
Clients218
DateAug 2023
Total AUM$100.4M
Discretionary$65.5M
Non-Disc.$34.8M
Employees5
Clients218
DateMay 2023
Total AUM$100.4M
Discretionary$65.5M
Non-Disc.$34.8M
Employees5
Clients218
DateMay 2023
Total AUM$100.4M
Discretionary$65.5M
Non-Disc.$34.8M
Employees5
Clients218
DateFeb 2022
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0