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Private Wealth Daily
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The Lean 100 · 2026 edition
No.73
Financial Designs Wealth Management logo

Financial Designs Wealth Management

Miami, FL · Firm website

90%AUM growth, 2024 to 2026
$261MAUM in the 2026 filing
35%client growth
6people at the firm

AUM by filing

$100M2023
$138M2024
$195M2025
$261M2026

Clients by filing

1252023
1342024
1632025
1812026

Key people

  • Jennifer ValdesPrincipalOwner · 3 years at the firm
    in
  • Jorge ValdesPresident and CEO3 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth90%104%
  • Client growth35%43%
  • People67
  • AUM per person$43.5M$49.7M

Rank by measure

  • Official rankNo. 7390%
  • Client growthNo. 5935%
  • AUM added per personNo. 69$20.6M
  • AUM per personNo. 64$43.5M
← No. 72 Level Wealth ManagementNo. 74 Cardinal Wealth Advisory →
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Financial Designs Wealth Management: No. 73 on The Lean 100 (2026) — Private Wealth Daily