ROCHESTER WEALTH STRATEGIES, LLC

CRD 299150 · SEC 801-131112

439 S. MAIN STREET, SUITE 250, ROCHESTER, MI, 48307, United States

Phone

(248) 434-6550

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$177.8M

Discretionary AUM

$169.4M

Team

5 total employees; 4 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

Services

Portfolio management (individuals)Pension consulting

Type	Clients	AUM
Individuals	66	$38.9M
High net worth individuals	68	$138.7M
Charitable organizations	2	$112K
Corporations/business entities	1	$2K

Official SEC filing: View on IAPD