# W & S MANAGEMENT SERVICES, INC.

W & S MANAGEMENT SERVICES, INC. of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 127852
- Type: SEC-registered investment adviser
- SEC file number: 801-69165
- Location: 470 LONG POND ROAD SUITE 200, ROCHESTER, NY, 14612
- Phone: 585-720-9971
- Latest filing: 2026-03-26
- Regulatory AUM: $166.0M
- Discretionary AUM: $166.0M
- Clients: 4
- Accounts: 487

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Brian Douglas Ward | PRESIDENT | — |
| Nathan Robert Ward | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WARD JAMES DOUGLAS | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SCHMERBECK WILLIAM GERARD | VICE PRESIDENT | — |
| WARD NATHAN ROBERT | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127852/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127852/similar
- Related entities: https://search.stillhousedata.com/firm/127852/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127852

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.