# Wealth Solutions by Design, PLLC

> Wealth Solutions by Design, PLLC is a state-registered investment advisory firm in Poulsbo, WA, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 29, 2026.

- CRD: 301508
- Filed as: WEALTH SOLUTIONS BY DESIGN, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Poulsbo, WA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301508
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-solutions-by-design-pllc-poulsbo-wa-301508

## Quick answers

**How is Wealth Solutions by Design, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Solutions by Design, PLLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Solutions by Design, PLLC located?**
Wealth Solutions by Design, PLLC's principal office is in Poulsbo, WA, according to its Form ADV.

**Is Wealth Solutions by Design, PLLC registered with the SEC or a state?**
Wealth Solutions by Design, PLLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301508.

**Does Wealth Solutions by Design, PLLC 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/301508

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- 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 Solutions by Design, PLLC (CRD 301508): Form ADV filing data as of October 2026.