Be advised. This firm is no longer registered.

By Design Wealth Management

By Design Wealth Management (CRD# 167249) is a financial advisory firm headquartered in Broken Arrow, OK. They manage $501,575 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
500 N Elm Pl, Broken Arrow, OK 74012
https://www.myplanbydesign.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $41,798
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, OK

Financial Advisors at By Design Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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