Wealth Design Consulting, LLC
Wealth Design Consulting, LLC is an SEC-registered ria with $19.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealth Design Consulting, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133312, data through 2018-02-22.
- AUM (assets under management / regulatory AUM)
- $19.1M (2018-02-22)
- Firm type
- Ria
- Employees
- 3
- Clients
- 42
- CRD
- 133312
- Ownership
- COOK, DENNIS, COLEMAN; BORTHWICK, JENNIFER, LOUISE
How much AUM does Wealth Design Consulting, LLC have?
Wealth Design Consulting, LLC reported $19.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2018-02-22).
Who owns Wealth Design Consulting, LLC?
Disclosed owners and executives of Wealth Design Consulting, LLC include COOK, DENNIS, COLEMAN, BORTHWICK, JENNIFER, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.