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WEALTH DESIGN, LLC
CAMPBELL, CA
408-558-1660
SEC #801-71172Total AUM
$77.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1999 S. BASCOM AVENUE
SUITE 530
CAMPBELL
CA 95008
United States
SUITE 530
CAMPBELL
CA 95008
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
408-558-1660
Financials
Total AUM
$77.8M
Accounts
226Discretionary
$77.8M
Accounts
226Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.