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WEALTH STRATEGIES & SOLUTIONS, LTD.
WEALTH STRATEGIES & SOLUTIONS, LLC
CRD 297130
900 JEFFERSON ROAD, SUITE 301, ROCHESTER, NY, 14623-3238, United States
Phone
585-678-6950
Fax
585-424-3647
Registration
— (—)
Source
State registered
Total AUM
$16.6M
Discretionary AUM
$16.6M
Team
1 total employees; 1 advisory reps; 22 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; FEE FOR MONITORING THIRD PARTY MANAGERS
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $10.6M |
| High net worth individuals | 3 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD