Wealth Design, LLC

Wealth Design, LLC (CRD# 114293) is a financial advisory firm headquartered in San Jose, CA. They manage $173,649,679 in 333 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $521,471
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
50 W. San Dernando Street, Suite 405, San Jose, CA 95113
93
Wealthminder
score

Gene Ka (CRD# 2048557) is an Investment Advisor Representative working at Wealth Design, LLC in San Jose, CA and has over 27 years of experience in the finance industry.

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