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).
Total Assets Under Management124MILLION
Total Number of Accounts313ACCOUNTS
Average Account Value$394,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.