Simon G. Tingling

DESIGNED WEALTH USA LTD.

LARGO, FL

CRD#: 8222258

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Professional summary

Simon Gareth Tingling, who also goes by Gareth Tingling, is a registered financial advisor currently at DESIGNED WEALTH USA LTD. located in Largo, Florida.

Simon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Simon has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Gareth Tingling

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simon Gareth Tingling's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 16, 2026 - Present

DESIGNED WEALTH USA LTD.

RIA

CRD#: 337487

LARGO, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DESIGNED WEALTH USA LTD.

CRD#: 337487 / SEC#: 801-134267

RIA

Registered Investment Advisory firm - (8/29/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

DESIGNED WEALTH USA LTD.

CRD#: 337487 / SEC#: 801-134267

RIA

Registered Investment Advisory firm - (8/29/2025 Approved)

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Contact information

Main Address

Toronto

Mailing Address

Phone number

(705) 930-1218

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESIGNED WEALTH USA LTD. - ADV PART 2 BROCHURE (8/6/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Simon G. Tingling

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simon Gareth Tingling's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESIGNED WEALTH USA LTD.

Primary Firm SEC Registration

DESIGNED WEALTH USA LTD.

State Registrations and Notice Filings

Exams

Current Firm

DESIGNED WEALTH USA LTD.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

DESIGNED WEALTH USA LTD.

TRUST BUT VERIFY

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