# WEALTH DESIGN, LLC

WEALTH DESIGN, LLC of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 114293
- Type: SEC-registered investment adviser
- SEC file number: 801-77786
- Location: 50 W. SAN FERNANDO STREET, SUITE 405, SAN JOSE, CA, 95113
- Phone: 408-558-1660
- Latest filing: 2021-02-22
- Regulatory AUM: $312.2M
- Discretionary AUM: $312.2M
- Clients: 3
- Accounts: 438

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| KA GENE NMN | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| JOHANSON DAVID LELAND | CEO/MANAGING PARTNER; MANAGING MEMBER | — |
| KA THU THI | CHIEF COMPLIANCE OFFICER; MANAGING MEMEBER / CHIEF COMPLIANCE OFFICER | — |
| KA GENE | PRESIDENT/MANAGING PARTNER | — |
| STAUFFER WINFIELD SCOTT | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114293/similar
- Related entities: https://search.stillhousedata.com/firm/114293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114293

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.