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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 22, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, THU, THI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | E | Control |
| JOHANSON, DAVID, LELAND | I | MANAGING MEMBER | D | Control |
| JOHANSON, DAVID, LELAND | I | MANAGING MEMBER | D | Control |
| JOHANSON, DAVID, LELAND | I | MANAGING MEMBER | D | Control |
| JOHANSON, DAVID, LELAND | I | MANAGING MEMBER | D | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | D | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | D | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | D | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | D | Control |
| KA, GENE, (NMN) | I | MANAGING MEMBER | D | Control |
| KA, THU, THI | I | MANAGING MEMEBER / CHIEF COMPLIANCE OFFICER | C | |
| STAUFFER, SCOTT | I | MANAGING MEMBER | C | Control |
| STAUFFER, SCOTT | I | MANAGING MEMBER | C | Control |
| STAUFFER, SCOTT | I | MANAGING MEMBER | C | Control |
| STAUFFER, SCOTT | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Feb 22, 2021 REGISTERED
Notice Filings (3)
CA FL TX
Address
50 W. SAN FERNANDO STREETSUITE 405
SAN JOSE, CA 95113
United States
Phone: 408-558-1660