Overview
Assets Under Management: $184 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 108
Average Client Assets: $1.6 million
Frequently Asked Questions
WEALTH DESIGN, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114293), WEALTH DESIGN, LLC is subject to fiduciary duty under federal law.
WEALTH DESIGN, LLC is headquartered in SAN JOSE, CA.
WEALTH DESIGN, LLC serves 108 high-net-worth clients according to their SEC filing dated April 30, 2018. View client details ↓
According to their SEC Form ADV, WEALTH DESIGN, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH DESIGN, LLC manages $184 million in client assets according to their SEC filing dated April 30, 2018.
According to their SEC Form ADV, WEALTH DESIGN, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.06%
Average Client Assets: $1.6 million
Total Client Accounts: 367
Discretionary Accounts: 367
Regulatory Filings
CRD Number: 114293
Filing ID: 1214490
Last Filing Date: 2018-04-30 13:48:00