Wealth Design, LLC

Wealth Design, LLC (CRD# 114293) is a financial advisory firm headquartered in Campbell, CA. They manage $123,621,126 in 313 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $394,956
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
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, FL

Financial Advisors at Wealth Design, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gene (. Ka
CRD#: 2048557
1999 S. Bascom Avenue, Suite 530, Campbell, CA 95008
93
Wealthminder
score

Gene Ka (CRD# 2048557) is an Investment Advisor Representative working at Wealth Design, LLC in Campbell, CA and has over 25 years of experience in the finance industry.

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