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FINANCIAL DESIGNS WEALTH MANAGEMENT

MIAMI, FL · CRD 314520 · IAPD ↗ · financialdesignswealth.com · 786-388-0070

$261.2MRegulatory AUM
4Advisory reps
6Employees
343Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — FINANCIAL DESIGNS WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — FINANCIAL DESIGNS WEALTH MANAGEMENT reported RAUM up 34% ($194.8M -> $261.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — FINANCIAL DESIGNS WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
March 2026 — FINANCIAL DESIGNS WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — FINANCIAL DESIGNS WEALTH MANAGEMENT reported RAUM up 41% ($137.7M -> $194.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
March 2024 — FINANCIAL DESIGNS WEALTH MANAGEMENT reported RAUM up 37% ($100.4M -> $137.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.