WEALTH SOLUTIONS BY DESIGN, PLLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
1

Firm details

Headquarters
POULSBO, Washington
CRD number
301508
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • THOMAS DEICHERT

    OwnerCRD 1263527

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth