Investment adviser · CRD 128133
WEALTH DESIGN SERVICES INC
Investment adviser filing (IA)
WEALTH DESIGN SERVICES INC.
ROCHESTER, NY, United States · Form ADV filed Mar 22, 2018
- Regulatory AUM
- $34.5M Form ADV · Item 5.F
- Client accounts
- 63 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 | 21 | $34,453,965 | 100.0% |
Filing source
Form ADV 1195944 · Mar 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: Mar 22, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
SUITE 205, 132 ALLENS CREEK ROADROCHESTER, NY, 14618, United States
CRD 128133
Filing source
Form ADV 1195944 · Mar 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.