Wealth Design LLC
Legal Name: WEALTH DESIGN, LLC
Full Contact Details
Wealth Design LLC
50 W. SAN FERNANDO STREET, SUITE 405, SAN JOSE, CA
408-558-1660
408-558-1661
Other Info
Wealth Design, LLC is a California based Limited Liability Company with four employees, including one employee serving in an advisory role. The firm's SEC registration date is April 2, 2013, and it currently holds an approved status. Though the number of clients served by the firm is unknown, it remains a reputable and registered business in the financial industry.
Wealth Design | Wealth Management Services - San Jose CA 408.558.1660
Wealth Design adopts a holistic approach to wealth management, providing a range of financial and wealth management services that evolve with our clients.
Direct Owners
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GENE (NMN) KA
MANAGING MEMBER owns 75% or more
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THU THI KA
CHIEF COMPLIANCE OFFICER owns less than 5%