WEALTH DESIGN, LLC
SEC file number 801-77786
· SAN JOSE, 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
$312.2M
Discretionary AUM
$312.2M
Employees
3
Clients
1
Firm
- Address
- 50 W. SAN FERNANDO STREET
SAN JOSE, CA 95113 - 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 1, 2026
Possible Form D name matches (not verified)
- DCP WEALTH FUND, LLC Medium name-match confidence · CIK 2059847 · CA
-
DCP WEALTH FUND, LLC · D · Mar 10, 2025$8M