Wealth By Design, LLC

Wealth By Design, LLC (CRD# 128026) is a financial advisory firm headquartered in Larkspur, CA. They manage $58,862,199 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $829,045
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wealth By Design, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barbara E. Bachelder
CRD#: 2666806
Greenbrae, CA

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
14500 Big Basin Way, Suite E, Saratoga, CA 95070

Kerstin Eriksson-Splawn (CRD# 2319625) is an Investment Advisor Representative working at Wealth By Design, LLC in Saratoga, CA and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.