firm profile
Wealth Design Consulting, LLC
Overview
Wealth Design Consulting, LLC is a state registered investment adviser based in Laramie, WY, registered since 2017. It reports $36.7M in assets under management across 112 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $36.7M
- Discretionary
- 100%
- Accounts
- 112
- Average account
- $328K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2017
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Dennis Coleman Cook Managing Member, Chief Executive Officer CRD 4073366
- Jennifer Louise Cook Chief Compliance Officer CRD 6366167
Advisory reps 3 of 3
- Craig Clinton Cook Investment Adviser Rep CRD 6366201
- Dennis Coleman Cook Investment Adviser Rep CRD 4073366
- Jennifer Louise Cook Investment Adviser Rep CRD 6366167
Location
- Headquarters
- 505 S 3rd St Ste 200
Laramie, WY 82070 - County
- Albany
- Metro area
- Laramie, WY
- Region
- West
Registrations
- State registered
- Registered in 2 jurisdictions
Every state, with registration dates
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