Designed Wealth USA Ltd.

Overview

Designed Wealth USA Ltd. is organized as a corporation and is registered with the SEC as of 2025. The firm is classified as a non-independent retail registered investment adviser and identifies ownership as a mix of a foreign entity and an individual. Its advisory mandate is focused on portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. Designed Wealth USA Ltd. does not position itself as a capital allocator and does not describe itself as an active ESG investor. The firm lists industry relationships with broker-dealers, accountants, law firms and insurance companies, suggesting it relies on a network of professional partners to support client services and compliance. Designed Wealth USA Ltd. is reported as not being a multi-state adviser, a designation that appears alongside its other operational descriptors.

Assets & Accounts

Investments & Alternatives

Location & Offices