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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2008
- Office Locations
- 1
Office Locations
About Wealth Design Consulting, LLC
Wealth Design Consultants is a virtual, on-demand advanced planning back office for top advisors, providing case planning, strategy design, and heavy quantitative analysis for complex wealth and estate planning. Founded by David W. Holaday (ChFC, CAP), it has supported 500+ client situations since 1996, including $10M–$300M+ net-worth cases, with clear, client-ready reports.
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Owner & Executives
DENNIS COLEMAN COOK
Associate, Chief Executive Officer, Managing Member
- CRD
- #4073366
- Ownership
- 75% or more
JENNIFER LOUISE COOK
Associate Wealth Advisor, Chief Compliance Officer
- CRD
- #6366167
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CRAIG CLINTON COOK
Director
- CRD
- #6366201
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,700,000 | $229,520 |
| Non-Discretionary | $0 | -- |
| Total | $36,700,000 | $229,520 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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