A complete list of active advisors currently associated with Designed Wealth USA Ltd.

Warmer can help you find a great advisor at Designed Wealth USA Ltd. or one who fits your needs even better.

Designed Wealth USA Ltd. provides discretionary and non‑discretionary portfolio management and integrated financial planning to individuals (including high‑net‑worth clients) and to other investment advisers, with a primary focus on mutual funds and exchange‑traded funds and the ability to advise on a broader range of securities. The firm describes its services as tailored to each client's suitability information and includes ongoing monitoring and rebalancing as part of its portfolio management offering. The firm primarily implements strategies through third‑party model portfolios and may allocate client assets to a SEI sub‑advisory program that implements ETF and mutual‑fund models; it uses fundamental analysis and both long‑ and short‑term purchase strategies while generally not performing in‑house quantitative analysis of individual securities. Cash management is handled via the custodian’s money‑market sweep and the firm relies on outside managers or models for trade implementation and ongoing portfolio oversight. What is noteworthy about the firm is that it is SEC‑registered while organized under non‑U.S. law and maintaining its principal office outside the United States, and it operates with common ownership ties to a broker‑dealer, accounting firm, law firm and an insurance entity. The brochure also discloses that associated persons are licensed insurance agents who may receive commissions for insurance sales and that the adviser is newly registered with no assets under management to date, factors that create specific conflicts of interest and oversight considerations relative to many peers.

To learn more about the advisors currently working at Designed Wealth USA Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.