Investment adviser · CRD 114293
WEALTH DESIGN, LLC
Investment adviser filing (IA)
SAN JOSE, CA, United States · Form ADV filed Feb 22, 2021
- Regulatory AUM
- $312M Form ADV · Item 5.F
- Client accounts
- 438 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 75 | $277,877,486 | 89.0% |
| Individuals | 54 | $34,344,408 | 11.0% |
Filing source
Form ADV 1496408 · Feb 22, 2021 · 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, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
50 W. SAN FERNANDO STREET, SUITE 405SAN JOSE, CA, 95113, United States
CRD 114293
Filing source
Form ADV 1496408 · Feb 22, 2021 · 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.