Wealth By Design, LLC

Wealth By Design, LLC (CRD# 128026) is a financial advisory firm headquartered in Sausalito, CA. They manage $40,964,441 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $593,688
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Wealth By Design, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barbara E. Bachelder
CRD#: 2666806
55 Mitchell Blvd., Suite 21, San Rafael, CA 94903
96
Wealthminder
score

Barbara Bachelder (CRD# 2666806) is an Investment Advisor Representative working at Wealth By Design, LLC in San Rafael, CA and has over 21 years of experience in the finance industry. Barbara Bachelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kerstin Eriksson-Splawn
CRD#: 2319625
14500 Big Basin Way, Suite E, Saratoga, CA 95070
96
Wealthminder
score

Kerstin Eriksson-Splawn (CRD# 2319625) is an Investment Advisor Representative working at Wealth By Design, LLC in Saratoga, CA and has over 23 years of experience in the finance industry. Kerstin Eriksson-Splawn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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