Wealth Design Consulting, LLC (Laramie)

Wealth Design Consulting, LLC is an adviser based in Laramie. It manages $19.05 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.

Wealth Design Consulting provides portfolio management for individuals and small businesses and general consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Design Consulting: assets under management

The assets under management (AUM) of Wealth Design Consulting, LLC is $19.05 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $19.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.52 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 97% of the total AUM. The second-largest asset type is exchange traded securities, which make up 1% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Design Consulting, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wealth Design Consulting serves?

The only and largest group of clients of Wealth Design Consulting is individuals with 42 clients and $10.02 million of assets under management. Among the 0 most similar advisory firms, Wealth Design Consulting has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $10.02 million for 42 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Wealth Design Consulting doesn't advise any private funds.

Careers at Wealth Design Consulting, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dennis Coleman Cook	Managing member & chief executive officer	1 May 2000	75% - 100%	4073366
Jennifer Louise Borthwick	Chief compliance officer	1 Jan 2016	Other	6366167

Based in Laramie

The principal office where Wealth Design Consulting, LLC performs its advisory services is located at 505 S. 3 Rd Street, Laramie, WY 82070 The mailing address of the firm is P.O. Box 1345, Laramie, WY 82073 1345. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-745-6257 or by fax 307-745-6120. The normal business hours are 9:00am - 5:00pm on Monday - Friday.