# Wealth Design Consulting, LLC

> Wealth Design Consulting, LLC is a state-registered investment advisory firm in Laramie, WY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 133312
- Filed as: WEALTH DESIGN CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laramie, WY
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133312
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-design-consulting-llc-laramie-wy-133312

## Quick answers

**How is Wealth Design Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Design Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Design Consulting, LLC located?**
Wealth Design Consulting, LLC's principal office is in Laramie, WY, according to its Form ADV.

**Is Wealth Design Consulting, LLC registered with the SEC or a state?**
Wealth Design Consulting, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 133312.

**How much does Wealth Design Consulting, LLC manage?**
Wealth Design Consulting, LLC reports $36,700,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Wealth Design Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (9).

**Does Wealth Design Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133312

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $36,700,000
- Discretionary: $36,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $13,500,000 |
| High net worth individuals | 9 | $19,300,000 |
| Charitable organizations | Fewer than 5 | $3,900,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Design Consulting, LLC (CRD 133312): Form ADV filing data as of October 2026.