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TAILORED WEALTH SOLUTIONS
TAILORED WEALTH SOLUTIONS, LLC
CRD 340266 · SEC 801-135304
110 HENRY ST., SARATOGA SPRINGS, NY, 12866, United States
Phone
518-583-4800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$271.8M
Discretionary AUM
$271.8M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $98.6M |
| High net worth individuals | 70 | $173.2M |
States served
MA, NY, FL
All web addresses on file
Official SEC filing: View on IAPD