Our regulators.

Designed Wealth USA Ltd. is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) under the Investment Advisors Act of 1940.

Registration with the SEC does not imply a certain level of skill or training. The SEC is a federal regulatory agency that oversees investment advisors operating in the United States. You can verify our registration and review our public disclosures at any time through the SEC’s Investment Advisor Public Disclosure (IAPD) database.

Verify our SEC registration

Know your U.S. advisor:

U.S. clients and prospective clients can research Designed Wealth USA Ltd. and its Investment Advisor Representatives through the SEC’s Investment Advisor Public Disclosure website.

Search our firm on IAPD

Required disclosure documents:

As a Registered Investment Advisor, Designed Wealth USA Ltd. is required to provide clients and prospective clients with the following disclosure documents. Please review these carefully before or at the time of engaging our services.

Form ADV Part 2A — Firm Brochure

Describes our advisory services, fees, investment strategies, conflicts of interest, and disciplinary history.

Form ADV Part 2A

Form CRS — Client Relationship Summary

A brief summary of our services, fees, conflicts, and how to access additional information. Required for retail investors.

Form CRS