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 1
Thomas 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
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