Adviser Profile
| As of Date | 02/15/2022 |
| Registration status | Registration Changed to FINANCIAL DESIGNS WEALTH MANAGEMENT LLC |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 70,055,330 |
| of that, discretionary | 70,055,330 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,187,378 |
| % High Net Worth | 68.89% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
70M
60M
50M
40M
30M
20M
10M
2021
2022
Private Funds
No private funds