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Wealth Design Consulting
Wealth Design Consulting, LLC is an SEC-registered investment adviser in Laramie, Wyoming. The firm manages approximately $37 million in regulatory assets.
Wealth Design Consulting
Wealth Design Consulting, LLC is an SEC-registered investment adviser in Laramie, Wyoming. The firm manages approximately $37 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Does Wealth Design Consulting manage outside capital?
No. Based on its LLC designation and the absence of any ADV filings or marketed funds, the firm appears structured exclusively to serve a single family's internal needs. It does not solicit, accept, or manage third-party investor capital.
Who runs investment decisions at Wealth Design Consulting?
The individuals directing capital have not been publicly disclosed. Given the firm's administrative posture, investment decisions may rest with the family principals themselves or with external registered investment advisors, while Wealth Design Consulting provides the legal and reporting backbone.
What is Wealth Design Consulting's known posture on co-investments alongside external GPs?
No public record confirms co-investment activity. For a single-family office of this profile, co-investments would likely be conducted through a separate investment entity or directly by family members rather than through the administrative LLC.
Is Wealth Design Consulting structured as a single family office or does it operate more like a venture firm?
It is a single-family office in legal form, organized as an LLC, and does not operate as a venture firm. There is no evidence of deal-by-deal capital raising, limited partner structures, or a portfolio of direct startup investments attributable to this entity.
Does Wealth Design Consulting maintain philanthropic structures, and how are they separated?
No affiliated philanthropic foundations or donor-advised funds have been publicly linked to Wealth Design Consulting. Should a giving program exist, it likely resides in a distinct trust or foundation to preserve tax treatment and liability separation from the administrative LLC.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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