# Designed Wealth USA Ltd.

> 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.

- CRD: 337487
- Filed as: DESIGNED WEALTH USA LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337487
- AdvisorCensus page: https://advisorcensus.com/firm/designed-wealth-usa-ltd-337487

## Quick answers

**How is Designed Wealth USA Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Designed Wealth USA Ltd. reports these compensation arrangements: a percentage of assets under its management.

**How much does Designed Wealth USA Ltd. charge?**
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.

**Is Designed Wealth USA Ltd. registered with the SEC or a state?**
Designed Wealth USA Ltd. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337487.

**How much does Designed Wealth USA Ltd. manage?**
Designed Wealth USA Ltd. reports $5,280,000 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**What types of clients does Designed Wealth USA Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (1).

**Does Designed Wealth USA Ltd. report any disciplinary disclosures?**
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

**What changed in Designed Wealth USA Ltd.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 20, 2026)

- Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $5,280,000
- Discretionary: $5,280,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,000,000 |
| High net worth individuals | 1 | $1,280,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Calgary
- Halifax
- Uxbridge

### Websites listed on Form ADV (Item 1.I)
- designedwealth-usa.com
- LinkedIn @designed-wealth-usa

## Changes in the filing (last 12 months)

### September 2026
- 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.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Designed Wealth USA Ltd. (CRD 337487): Form ADV filing data as of October 2026.