Investment adviser · CRD 133312
WEALTH DESIGN CONSULTING, LLC
Investment adviser filing (IA)
LARAMIE, WY, United States · Form ADV filed Feb 22, 2018
- Regulatory AUM
- $19.1M Form ADV · Item 5.F
- Client accounts
- 83 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 42 | $10,022,586 | 52.6% |
| High-net-worth individuals | Fewer than 5 | $6,182,144 | 32.5% |
| Charities | Fewer than 5 | $2,209,778 | 11.6% |
| Corporations & businesses | Fewer than 5 | $635,693 | 3.3% |
Filing source
Form ADV 1180200 · Feb 22, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 22, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
505 S. 3RD STREET, SUITE 200LARAMIE, WY, 82070, United States
CRD 133312
Filing source
Form ADV 1180200 · Feb 22, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.