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 and operates as an independent registered investment adviser based in Washington state. Ownership is held at the individual level. The firm reports a nonstandard fee arrangement (listed as "Other") rather than a simple AUM or commission model. It is not identified as a capital allocator and does not market itself as an active ESG investor. Available records do not disclose specific business activities, advisory offerings, client segments, or affiliations. The firm is not described as a multi-state adviser, a pension consultant, a related adviser, or a newly formed practice.
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
Location
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
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