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Gathering insights about Wealth By Design USA, Inc

Wealth By Design USA, Inc Tech Stack

Wealth By Design USA, Inc uses 8 technology products and services including Mailchimp, Font Awesome, Google Maps, and more. Explore Wealth By Design USA, Inc's tech stack below.

  • Mailchimp
    Email
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • YouTube
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology
  • ThemeGrill Accelerate
    Web Platform Extensions
  • AddThis
    Widgets

Media & News

Wealth By Design USA, Inc's Email Address Formats

Wealth By Design USA, Inc uses at least 1 format(s):
Wealth By Design USA, Inc Email FormatsExamplePercentage
First@wbd-usa.comJohn@wbd-usa.com
50%
First@wbd-usa.comJohn@wbd-usa.com
50%

Frequently Asked Questions

Where is Wealth By Design USA, Inc's headquarters located?

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Wealth By Design USA, Inc's main headquarters is located at 827 State Street, STE 16, Santa Barbara, CA 93101, US. The company has employees across 1 continents, including North America.

What is Wealth By Design USA, Inc's official website and social media links?

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Wealth By Design USA, Inc's official website is wbd-usa.com and has social profiles on LinkedIn.

What is Wealth By Design USA, Inc's NAICS code?

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Wealth By Design USA, Inc's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wealth By Design USA, Inc have currently?

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As of December 2025, Wealth By Design USA, Inc has approximately 2 employees across 1 continents, including North America. Key team members include Founder/Ceo: S. N.Owner President: F. G.Owner: T. S.. Explore Wealth By Design USA, Inc's employee directory with LeadIQ.

What industry does Wealth By Design USA, Inc belong to?

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Wealth By Design USA, Inc operates in the Investment Management industry.

What technology does Wealth By Design USA, Inc use?

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Wealth By Design USA, Inc's tech stack includes MailchimpFont AwesomeGoogle MapsYouTubeX-Content-Type-OptionsHTTP/3ThemeGrill AccelerateAddThis.

What is Wealth By Design USA, Inc's email format?

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Wealth By Design USA, Inc's email format typically follows the pattern of First@wbd-usa.com. Find more Wealth By Design USA, Inc email formats with LeadIQ.

When was Wealth By Design USA, Inc founded?

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Wealth By Design USA, Inc was founded in 2003.

Wealth By Design USA, Inc

Investment ManagementUnited States2-10 Employees

We provide concierge fee-only wealth planning services to the local Santa Barbara and Ventura communities.  We also offer Wealth Academy classes nationally.
 
OUR MISSION
TO PROVIDE COMPREHENSIVE, HOLISTIC, FINANCIAL PLANNING, EDUCATION AND INVESTMENT MANAGEMENT TO LOCAL BUSINESSES  AND FAMILIES THROUGH TRUSTED, KNOWLEDGEABLE ADVICE AND CARING.

Section iconCompany Overview

Headquarters
827 State Street, STE 16, Santa Barbara, CA 93101, US
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Wealth By Design USA, Inc's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Wealth By Design USA, Inc's revenue is estimated to be in the range of $1M

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