WEALTH DESIGN, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 114293). Regulatory assets under management: $312.2M.
| 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 | — |