Wealth Solutions by Design, Pllc

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
7
Advisory reps
1

Firm details

Headquarters
Poulsbo, Washington
CRD number
301508
Fee structure
Other

Firm profile

FINTRX

Overview

Wealth Solutions by Design, Pllc is organized as a limited liability company and operates as an independent registered investment adviser based in Washington state. Ownership is held at the individual level. The firm reports a nonstandard fee arrangement (listed as "Other") rather than a simple AUM or commission model. It is not identified as a capital allocator and does not market itself as an active ESG investor. Available records do not disclose specific business activities, advisory offerings, client segments, or affiliations. The firm is not described as a multi-state adviser, a pension consultant, a related adviser, or a newly formed practice.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Thomas Deichert

    Thomas Deichert

    OwnerCRD 1263527

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Poulsbo, WA

Kitsap

Location

Poulsbo, WA

Headquartered in Poulsbo, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Kitsap
Address
18697 State Highway 305 Ne
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth