WEALTH SOLUTIONS BY DESIGN, PLLC
Firm details
- Headquarters
- POULSBO, Washington
- CRD number
- 301508
- Fee structure
- Other
Firm profile
FINTRXOverview
Wealth Solutions By Design, Pllc is organized as a limited liability company with individual ownership. Publicly available records classify the firm as "Unclassified" and list its fee structure as "Other." The firm is not identified as a capital allocator, it does not characterize itself as an active ESG investor, and it is not registered as a multi-state adviser. Additional designations in the snapshot indicate it is not newly formed, not a pension consultant, and not a related adviser. The firm has not provided descriptive information about its advisory activities, client segments, or investment approach in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1THOMAS DEICHERT
OwnerCRD 1263527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
POULSBO, WA
KITSAP
Location
POULSBO, WA
Headquartered in POULSBO, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KITSAP
- Address
- 18697 State Highway 305 NE
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ILLUMINE INVESTMENT MANAGEMENT, LLC
RIAPOULSBO, WA
PALOUSE CAPITAL MANAGEMENT, INC.
RIASPOKANE, WA
D'ANNUNZIO CONSULTING GROUP, LLC
RIATACOMA, WA
Laird Norton Wetherby Wealth Management, LLC
RIASEATTLE, WA
LIFEFOCUS FINANCIAL ADVISORS, LLC
RIAWALLA WALLA, WA
FISCALIS ADVISORY, INC.
RIAANACORTES, WA