{ "crd_number": 337487, "slug": "designed-wealth-usa-ltd-337487", "primary_business_name": "DESIGNED WEALTH USA LTD.", "legal_name": "DESIGNED WEALTH USA LTD.", "dbas": [], "city": null, "state": null, "country": null, "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-08-29", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-08-20", "carried_forward": false, "raum_total": 5280000.0, "raum_discretionary": 5280000.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 10, "advisory_employees": 7, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 4000000.0, "count": 10 }, "high_net_worth_individuals": { "raum": 1280000.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "FL", "SC" ], "websites": [ "https://ca.linkedin.com/company/designed-wealth-usa", "https://designedwealth-usa.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337487", "city_as_filed": null, "url": "https://advisorcensus.com/firm/designed-wealth-usa-ltd-337487", "display_name": "Designed Wealth USA Ltd.", "summary": "Designed Wealth USA Ltd. is an SEC-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.", "citation": "AdvisorCensus. Designed Wealth USA Ltd. (CRD 337487): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Designed Wealth USA Ltd. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Designed Wealth USA Ltd. reports these compensation arrangements: a percentage of assets under its management." }, { "q": "How much does Designed Wealth USA Ltd. charge?", "a": "Its Form ADV Part 2A brochure dated August 20, 2026 states: Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Is Designed Wealth USA Ltd. registered with the SEC or a state?", "a": "Designed Wealth USA Ltd. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337487." }, { "q": "How much does Designed Wealth USA Ltd. manage?", "a": "Designed Wealth USA Ltd. reports $5,280,000 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary)." }, { "q": "What types of clients does Designed Wealth USA Ltd. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (1)." }, { "q": "Does Designed Wealth USA Ltd. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337487" }, { "q": "What changed in Designed Wealth USA Ltd.'s recent Form ADV filings?", "a": "In the September 2026 filing data: Employees performing advisory functions went from 1 to 7. Regulatory assets under management went from $0 to $5,280,000. Added an office in Calgary. Added an office in Halifax. Added an office in Uxbridge. Registered or notice-filed in CA." } ], "filing_history": [], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Employees performing advisory functions went from 1 to 7.", "Regulatory assets under management went from $0 to $5,280,000.", "Added an office in Calgary.", "Added an office in Halifax.", "Added an office in Uxbridge.", "Registered or notice-filed in CA." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated August 20, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "0.1% to 2% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "Our annual fee for portfolio management services varies between .10% - 2.00% depending upon the market value of assets under management, the nature and complexity of the services provided, and the level of administrative support required." ] } ], "values": { "tiers": [], "range_pct": [ 0.1, 2.0 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Our annual fee for portfolio management services varies between .10% - 2.00% depending upon the market value of assets under management, the nature and complexity of the services provided, and the level of administrative support required." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/designed-wealth-usa-ltd-337487.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 10, "fewer_than_5": false, "raum": 4000000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 1, "fewer_than_5": false, "raum": 1280000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337487", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }