Form D Explorer

WEALTH DESIGN, LLC

SEC file number 801-71172 · CAMPBELL, CA
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
$77.8M
Discretionary AUM
$77.8M
Employees
—
Clients
144

Firm

Address
1999 S. BASCOM AVENUE
CAMPBELL, CA 95008
Phone
—
Website
https://designbundles.net
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)