Financial Designs Wealth Management, FL — Investment Adviser | BuildTrust

Active

FINANCIAL DESIGNS WEALTH MANAGEMENT

Investment AdviceMIAMI, FL

Assets Under Management

$194.8M

Total AUM

Donut chart: Discretionary 123.4M, Non-Discretionary 71.3M
Category	Value
Discretionary	123.4M
Non-Discretionary	71.3M

Adviser Information

Field	Value
CRD Number	314520
SEC Number	801-128134
Street Address	8000 NW 7TH STREET
Street Address 2	SUITE 203
Location	MIAMI, FL 33126
Country	United States
Phone	786-388-0070
Total Employees	6

Client Count by Type (163 Total)

Horizontal bar chart: High Net Worth Individual… 66, Pension/Profit Sharing Pl… 62, Individuals (other than H… 35
Category	Value
High Net Worth Individual…	66
Pension/Profit Sharing Pl…	62
Individuals (other than H…	35