Designed Wealth Usa Ltd.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 337487
· SEC file 801-134267
·
· ca.linkedin.com
☆ Save with Pro
ADV data as of Aug 20, 2026
- Regulatory AUM
- $5.3M
- Discretionary
- $5.3M
- Clients
- 11
- Avg AUM / client
- $480K
- Accounts
- 18
- Employees
- 10
AUM over time
$0
$5.3M
Jul 31, 2025
Aug 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $4.0M | 75.8% |
| High net worth individuals | 1 | $1.3M | 24.2% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Earl Konopaski | Registered representative | Aug 2025 (1y) | ||
| Shawn Burke Malcolm | Registered representative | CFA | Oct 2025 (1y) | |
| Matthew Brett Jenkinson | Registered representative | CFA | Nov 2025 (1y) | |
| Edward Shaffer | Registered representative | CFP | Mar 2026 (0y) | |
| Simon Gareth Tingling | Registered representative | CFA | Mar 2026 (0y) | |
| Shamez Mansur Kassam | Registered representative | CFA | Mar 2026 (0y) | |
| Ankor Tewari | Registered representative | Apr 2026 (0y) | ||
| Michael Peter William Begg | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 20, 2026.
View current Form ADV (SEC/IAPD) ↗