WEALTH DESIGN CONSULTING, LLC

Overview

Wealth Design Consulting, LLC is a small, owner-operated advisory boutique that focuses on providing portfolio management for individuals and small businesses. Registered with the SEC since 2006, the firm serves a predominantly individual and family client base and bills on a mix of percentage-of-assets and hourly fees. Investment activity centers on publicly traded mutual funds and other pooled public products, with discretionary management across client relationships. The adviser is not positioned as an ESG investor and operates without a multi-state footprint, suggesting a regional or locally concentrated client focus. The firm also lists a professional affiliation with a law firm, which can indicate cross-disciplinary service coordination for clients who need legal and wealth advisory work together.

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Location & Offices