WEALTH DESIGN SERVICES INC.
SEC file number 801-67741
· ROCHESTER, NY
https://designbundles.net ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$34.5M
Discretionary AUM
$16.4M
Employees
2
Clients
7
Firm
- Address
- SUITE 205, 132 ALLENS CREEK ROAD
ROCHESTER, NY 14618 - Phone
- —
- Website
- https://designbundles.net
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Nexus Wealth Services INC. Medium name-match confidence · CIK 2112345 · NY
-
Nexus Wealth Services INC. · D · Apr 2, 2026