WEALTH DESIGN, LLC
CRD #114293 SEC #801-77786 SAN JOSE, CA 408-558-1660
SEC Registered
Total AUM
$312.2M
Discretionary
$312.2M
Employees
3
Clients
1
Accounts
438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $312.2M | $312.2M | $0 | 3 | 1 |
| Jun 2020 | $267.1M | $267.1M | $0 | 4 | 0 |
| May 2020 | $267.1M | $267.1M | $0 | 4 | 0 |
| Mar 2020 | $267.1M | $267.1M | $0 | 4 | 0 |
| Nov 2019 | $217.1M | $217.1M | $0 | 4 | 0 |
| Mar 2019 | $217.1M | $217.1M | $0 | 4 | 0 |
| Apr 2018 | $183.8M | $183.8M | $0 | 4 | 0 |
| Apr 2018 | $183.8M | $183.8M | $0 | 4 | 0 |
| Apr 2018 | $183.8M | $183.8M | $0 | 4 | 0 |
| Mar 2018 | $183.8M | $183.8M | $0 | 4 | 0 |
| Mar 2018 | $183.8M | $183.8M | $0 | 4 | 0 |
| Jan 2018 | $173.6M | $173.6M | $0 | 4 | 0 |
| Jan 2018 | $173.6M | $173.6M | $0 | 4 | 0 |
| Oct 2017 | $173.6M | $173.6M | $0 | 4 | 0 |
| Aug 2017 | $151.7M | $151.7M | $0 | 4 | 185 |
| Feb 2017 | $151.7M | $151.7M | $0 | 4 | 185 |
| Nov 2016 | $123.6M | $122.3M | $1.3M | 5 | 140 |
| May 2016 | $123.6M | $122.3M | $1.3M | 5 | 140 |
| Mar 2016 | $123.6M | $122.3M | $1.3M | 5 | 140 |
| Aug 2015 | $198.7M | $191.3M | $7.4M | 8 | 200 |
| Jul 2015 | $198.7M | $191.3M | $7.4M | 8 | 200 |
| Mar 2015 | $198.7M | $191.3M | $7.4M | 8 | 200 |
| Mar 2015 | $198.7M | $191.3M | $7.4M | 8 | 200 |
| Dec 2014 | $180.5M | $171.2M | $9.3M | 7 | 200 |
| Dec 2014 | $180.5M | $171.2M | $9.3M | 7 | 200 |
| Apr 2014 | $180.5M | $171.2M | $9.3M | 7 | 200 |
| Mar 2014 | $180.5M | $171.2M | $9.3M | 7 | 200 |
| Nov 2013 | $138.8M | $138.8M | $0 | 7 | 200 |
| Sep 2013 | $138.8M | $138.8M | $0 | 7 | 200 |
| Sep 2013 | $138.8M | $138.8M | $0 | 7 | 200 |
| Jul 2013 | $138.8M | $138.8M | $0 | 7 | 200 |
| Jun 2013 | $138.8M | $138.8M | $0 | 7 | 200 |
| Mar 2013 | $138.8M | $138.8M | $0 | 7 | 200 |
| Jun 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Jun 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Jun 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| May 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| May 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Apr 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Apr 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Apr 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Apr 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Mar 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Feb 2012 | $77.8M | $77.8M | $0 | 1 | 144 |
| Jun 2011 | $204.2M | $204.2M | $0 | 5 | -- |
| May 2010 | $147.2M | $147.2M | $0 | 5 | -- |
| Apr 2010 | $140M | $0 | $140M | 5 | -- |
| Mar 2010 | $140M | $0 | $140M | 5 | -- |
DateFeb 2021
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees3
Clients1
DateJun 2020
Total AUM$267.1M
Discretionary$267.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$267.1M
Discretionary$267.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$267.1M
Discretionary$267.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients185
DateFeb 2017
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients185
DateNov 2016
Total AUM$123.6M
Discretionary$122.3M
Non-Disc.$1.3M
Employees5
Clients140
DateMay 2016
Total AUM$123.6M
Discretionary$122.3M
Non-Disc.$1.3M
Employees5
Clients140
DateMar 2016
Total AUM$123.6M
Discretionary$122.3M
Non-Disc.$1.3M
Employees5
Clients140
DateAug 2015
Total AUM$198.7M
Discretionary$191.3M
Non-Disc.$7.4M
Employees8
Clients200
DateJul 2015
Total AUM$198.7M
Discretionary$191.3M
Non-Disc.$7.4M
Employees8
Clients200
DateMar 2015
Total AUM$198.7M
Discretionary$191.3M
Non-Disc.$7.4M
Employees8
Clients200
DateMar 2015
Total AUM$198.7M
Discretionary$191.3M
Non-Disc.$7.4M
Employees8
Clients200
DateDec 2014
Total AUM$180.5M
Discretionary$171.2M
Non-Disc.$9.3M
Employees7
Clients200
DateDec 2014
Total AUM$180.5M
Discretionary$171.2M
Non-Disc.$9.3M
Employees7
Clients200
DateApr 2014
Total AUM$180.5M
Discretionary$171.2M
Non-Disc.$9.3M
Employees7
Clients200
DateMar 2014
Total AUM$180.5M
Discretionary$171.2M
Non-Disc.$9.3M
Employees7
Clients200
DateNov 2013
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees7
Clients200
DateSep 2013
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees7
Clients200
DateSep 2013
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees7
Clients200
DateJul 2013
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees7
Clients200
DateJun 2013
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees7
Clients200
DateJun 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateJun 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateJun 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateMay 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateMay 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateApr 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateApr 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateApr 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateApr 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateMar 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateFeb 2012
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees1
Clients144
DateJun 2011
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--
DateMar 2010
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--