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WEALTH DESIGN CONSULTING, LLC
CRD 133312 · SEC 801-67331
505 S. 3RD STREET, SUITE 200, LARAMIE, WY, 82070, United States
Phone
307-745-6257
Fax
307-745-6120
Registration
— (—)
Source
State registered
Total AUM
$36.7M
Discretionary AUM
$36.7M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)GENERAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $13.5M |
| High net worth individuals | 9 | $19.3M |
Official SEC filing: View on IAPD