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Financial Designs Wealth Management

Financial Designs Wealth Management. CRD 314520

Financial Designs Wealth Management logo

CRD: 314520

Financial Designs Wealth Management

Miami, FL, 33126
7863880070
www.financialdesignswealth.com
$261.2M Total AUM
$173.9M Disc. AUM
-- 3Y CAGR
6 Employees
524 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Peak
Established Date
06-04-2021
Office Locations
1

Office Locations

8000 NW 7TH Street Suite 203 Miami FL

About Financial Designs Wealth Management

Financial Designs Wealth Management is an independent boutique RIA in Miami providing holistic financial planning and disciplined wealth management, including retirement planning, employer retirement plans, estate planning coordination, and life insurance solutions. The firm emphasizes clear, educational guidance and bespoke plans, with flexibility to implement across a range of strategies and platforms (including Fidelity/NFS).

Team overview

27 AVG AGE
$65.3M AVG AUM / ADVISOR
$498.4K AVG AUM / CLIENT
2.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Delta Pathway Harbor glacier Element Vertex horizon Peak Ember delta Vital north

Client Personas

Glacier Optima

Custodian

Summit radial Quantum Foundation Quantum Oak Pathway vector

Investment Themes

Frontier foundation Legacy beacon Insight Peak

Investment Vehicles

Insight pioneer

Services

Momentum pathway Peak Matrix Timber Pathway insight Vector Element Glacier Element element Fusion pathway Quantum

Technology

Legacy frontier

Owner & Executives

JENNIFER ASHLEY VALDES

JENNIFER ASHLEY VALDES

Chief Compliance Officer, Partner

CRD
#7218723
Ownership
Less than 5%
(704) 851-9822
element.fusion@matrixcapital.com
in linkedin.com/in/radial-vital

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Contacts

J

Jorge Alberto Valdes

Partner

CRD
#2403666
(696) 386-8491
prime.meridian@bridgecapital.com
in linkedin.com/in/focus-wave
J

Jorge Alberto Valdes Jr

--

CRD
#7223563
(363) 212-2895
wave.momentum@legacycapital.com
in linkedin.com/in/insight-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-22-2021
09-27-2023
05-09-2024
09-09-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $173,904,788 $1,461,385
Non-Discretionary $87,277,538 $1,407,702
Total $261,182,326 $1,442,996

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Separately Managed Accounts

Total SMA Asset: $261,182,326

$261.2M Total SMA
Public Funds:
16.8%
Equity - Exchange:
20.0%
Municipal Bonds:
8.7%
Cash:
22.3%
Corporate - Investment Grade:
6.3%
Other:
15.4%
U.S. Government/Agency:
10.5%
Asset class Assets Assets %
Public Funds $1,427,194,731 16.8%
Equity - Exchange $1,699,041,346 20.0%
Municipal Bonds $739,082,986 8.7%
Cash $1,894,431,101 22.3%
Corporate - Investment Grade $535,198,024 6.3%
Other $1,308,261,837 15.4%
U.S. Government/Agency $891,996,707 10.5%
Total $8,495,206,732 100.0%

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