Financial Designs Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 314520
- SEC number
- 801-128134
- Firm type
- RIA
- Assets under management
- $261.2M as of Jun 16, 2026
- Website
- www.financialdesignswealth.com ↗
- Phone
- 786-388-0070
- Address
- 8000 Nw 7th Street, Miami, FL, 33126
Advisors at this firm
3 in our index · page 1 of 1
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Jennifer Ashley ValdesCRD 7218723 · Miami, FLIA Registered
-
Jorge Alberto ValdesCRD 2403666 · Miami, FLIA RegisteredBrokerDisclosure event(s) on record
-
Jorge Alberto ValdesCRD 7223563 · Miami, FLIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 314520 ↗
FINRA BrokerCheck record for firm CRD 314520 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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