Wealth Design Consulting, LLC

Overview

Wealth Design Consulting, LLC is an independent RIA organized as an LLC and owned by an individual principal. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a combination of percentage-of-AUM fees and hourly billing for advisory work. Its regulatory footprint is state-level; the firm is registered in Colorado and Wyoming. The practice reports an affiliation with a law firm and does not operate as a capital allocator or pension consultant. The advisory mandate centers on traditional wealth-management relationships rather than institutional or multi-manager solutions. Wealth Design Consulting does not list ESG investing as an active focus and is not identified as a multi-state or newly formed adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices