# FINANCIAL DESIGNS WEALTH MANAGEMENT LLC

FINANCIAL DESIGNS WEALTH MANAGEMENT LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 314520
- Type: SEC-registered investment adviser
- SEC file number: 801-128134
- Location: 8000 NW 7TH STREET, SUITE 203, MIAMI, FL, 33126
- Phone: 786-388-0070
- Latest filing: 2026-06-16
- Regulatory AUM: $261.2M
- Discretionary AUM: $173.9M
- Non-discretionary AUM: $87.3M
- Clients: 6
- Accounts: 181

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314520/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314520/similar
- Related entities: https://search.stillhousedata.com/firm/314520/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314520

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.