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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | OWNER | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | OWNER | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| JORGE A VALDES REVOCABLE TRUST | DE | GRANTOR / TRUSTEE | E | Control |
| Jennifer, Valdes | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| Jennifer, Valdes | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| Jennifer, Valdes | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| Jennifer, Valdes | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| Jennifer, Valdes | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| Jennifer, Valdes | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| Jennifer, Valdes | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| FINANCIAL DESIGNS PRIVATE WEALTH, LLC | DE | OWNER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VALDES, JENNIFER, ASHLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VALDES, JENNIFER, ASHLEY | I | FINANCIAL DESIGNS PRIVATE WEALTH, LLC | E | Control |
| VALDES, JENNIFER, ASHLEY | I | FINANCIAL DESIGNS PRIVATE WEALTH, LLC | E | Control |
| VALDES, JENNIFER, ASHLEY | I | FINANCIAL DESIGNS PRIVATE WEALTH, LLC | E | Control |
| VALDES, JENNIFER, ASHLEY | I | FINANCIAL DESIGNS PRIVATE WEALTH, LLC | E | Control |
| VALDES, JENNIFER, ASHLEY | I | FINANCIAL DESIGNS PRIVATE WEALTH, LLC | E | Control |
| VALDES, JENNIFER, ASHLEY | I | FINANCIAL DESIGNS PRIVATE WEALTH, LLC | E | Control |
| VALDES, JENNIFER, ASHLEY | I | FINANCIAL DESIGNS PRIVATE WEALTH, LLC | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
| Valdes, Jorge, Alberto | I | JORGE A VALDES REVOCABLE TRUST | E | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (1)
FL
Address
8000 NW 7TH STREETSUITE 203
MIAMI, FL 33126
United States
Phone: 786-388-0070