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).
Total Assets Under Management174MILLION
Total Number of Accounts333ACCOUNTS
Average Account Value$521,471
- 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 San Jose, CA and has over 27 years of experience in the finance industry.