← Tributary

DESIGNED WEALTH USA LTD.

· CRD 337487 · IAPD ↗ · designedwealth-usa.com · 416-898-5568

$5.3MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — DESIGNED WEALTH USA LTD. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2026 — DESIGNED WEALTH USA LTD. added office(s): 0 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
September 2026 — DESIGNED WEALTH USA LTD. grew from 1 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
December 2025 — DESIGNED WEALTH USA LTD. (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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