Financial Designs Wealth Management

$261.2MAssets under management
as of Jun 2026 · SEC Form ADV
Miami, FL
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Tech stack

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Custodial Platform
Fidelity
Per Form ADV · $87M held · filed May 2024
John Hancock Distributors LLC
Per Form ADV · $15M held · filed May 2024
Nationwide Investment Services Corporation
Per Form ADV · $14M held · filed May 2024