Wealth Manager

    Wealth Design Consulting, LLC

    Registered investment advisor · Laramie, Wyoming · CRD #133312

    Assets Under Management
    $37M
    Client Accounts
    112
    Employees
    3
    CRD Number
    133312
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Design Consulting, LLC

    Wealth Design Consulting, LLC is a registered investment advisory firm headquartered in Laramie, Wyoming, managing approximately $37M in regulatory assets across 112 client accounts. The firm's full regulatory record is filed with the SEC under CRD #133312.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Design Consulting, LLC

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    Frequently Asked Questions

    What is Wealth Design Consulting, LLC's AUM?

    Wealth Design Consulting, LLC reports approximately $37M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Design Consulting, LLC headquartered?

    Wealth Design Consulting, LLC is headquartered in Laramie, Wyoming.

    What is Wealth Design Consulting, LLC's CRD number?

    Wealth Design Consulting, LLC's CRD number is 133312. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Design Consulting, LLC manage?

    Wealth Design Consulting, LLC manages approximately 112 client accounts according to its latest SEC filing.

    Is Wealth Design Consulting, LLC SEC registered?

    Wealth Design Consulting, LLC is registered as a STATE investment adviser.

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