WEALTH DESIGN, LLC

SAN JOSE, California·3 registered advisors·CRD# 114293
SEC# 801-777860408-558-1660
01

Firm Overview

AUM
$312M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH DESIGN, LLC

3 registered advisors
Gene (nmn) Ka
SAN JOSE, California
Scott Stauffer
CAMPBELL, California
Thu Thi Ka
SAN JOSE, California
05

Office Locations

SAN JOSE, California
2 advisors
CAMPBELL, California
1 advisor

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Data sourced from SEC Form ADV filings. WEALTH DESIGN, LLC (CRD# 114293) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.