Designed Wealth USA Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 337487
- Registered since
- August 29, 2025
- Fee structure
- Percentage of AUM
- Client types
- Individuals75.76%
- HNWI24.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Designed Wealth USA Ltd. is a corporation operating as a non-independent retail registered investment adviser. The firm registers with the SEC (registration listed in 2025) and identifies its ownership as a mix of a foreign entity and an individual. Its stated client focus is individuals and families, and it charges fees as a percentage of assets under management while providing portfolio management for individuals and small businesses. Designed Wealth USA Ltd. is not listed as an active ESG investor, does not act as a capital allocator, and is not reported as a related adviser or pension consultant on its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds37%
- Other12%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Gillian Kunza
Co-Founder and Chief Executive OfficerCRD 8123820
Contacts
3 of 8
Ankor Tewari
Sr. ManagerCRD 8241499
Edward Shaffer
IARCRD 5692525
Michael Begg
Portfolio ManagerCRD 8266239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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