Wealth By Design Usa, Inc.
Wealth By Design Usa, Inc. (CRD# 176523) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,900,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth By Design Usa, Inc.
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$237,500
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
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 Usa, Inc.
No Advisor Found.
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