Wealth By Design, LLC
Wealth By Design, LLC (CRD# 128026) is a financial advisory firm headquartered in Larkspur, CA. They manage $63,509,833 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts71ACCOUNTS
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Average Account Value$894,505
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Wealth By Design, LLC
1
Barbara Bachelder (CRD# 2666806) is an Investment Advisor Representative working at Wealth By Design, LLC in Greenbrae, CA and has over 28 years of experience in the finance industry.
2
Kerstin Eriksson-Splawn (CRD# 2319625) is an Investment Advisor Representative working at Wealth By Design, LLC in Saratoga, CA and has over 31 years of experience in the finance industry.
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