Wealth Design Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,700,000
Total clients
52
17% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
17
Average account size
$705,769
About
Wealth Design Consulting, LLC is a fee-only registered investment adviser that serves individual clients, including high-net-worth households, through both discretionary portfolio management and separate consulting engagements. As of December 31, 2025 the firm reported roughly $36.7 million in assets under management across about 52 client relationships supported by a small advisory team.
The firm establishes an Investment Policy Statement for managed accounts and typically implements diversified allocations using primarily ETFs and mutual funds, with selective equity and fixed‑income positions; it employs both fundamental and technical analysis and portfolio-construction frameworks such as modern portfolio theory and tactical allocation. Accounts are managed on a discretionary, percentage‑of‑AUM basis with quarterly reviews and the firm also provides project-based consulting on cash flow, tax planning, retirement income, insurance, long‑term care and estate planning matters.
A notable characteristic disclosed in the brochure is the firm’s affiliation with a law firm (Cook and Associates), and several principals’ legal backgrounds, which the firm says can lead to client referrals between the entities and potential conflicts of interest that are disclosed to clients. That integration of investment advice with estate, tax and business‑succession planning — combined with a relatively small client base and explicit conflict-disclosure practices — differentiates the firm from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.10% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Up to $250 per hour for general consulting services, negotiable
Account minimum: $100,000 Fee-only: Hourly consulting fee up to $250 per hour, negotiable
Main office location
Wealth Design Consulting, LLC
505 S. 3 Rd Street, Suite 200
Laramie WY 82070, United States
Number of offices
1
Most active in
Colorado · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")