FINANCIAL DESIGNS WEALTH MANAGEMENT LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 314520). Regulatory assets under management: $261.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jennifer Ashley Valdes | CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF COMPLIANCE OFFICER; OWNER | — |
| Jorge Alberto Valdes | SETTLOR | — |
| VALDES JENNIFER ASHLEY | CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF COMPLIANCE OFFICER; OWNER | — |
| Valdes Jorge Alberto | SETTLOR | — |