# WEALTH DESIGN SERVICES INC.

WEALTH DESIGN SERVICES INC. of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 128133
- Type: SEC-registered investment adviser
- SEC file number: 801-67741
- Location: SUITE 205, 132 ALLENS CREEK ROAD, ROCHESTER, NY, 14618
- Phone: 585-442-3230
- Latest filing: 2018-03-22
- Regulatory AUM: $34.5M
- Discretionary AUM: $16.4M
- Non-discretionary AUM: $18.0M
- Clients: 2
- Accounts: 63

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [SCHWARTZ STEVEN GARY](https://search.stillhousedata.com/person/754175) | BRANCH MANAGER & SHAREHOLDER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [NELSON BRETT ALAN](https://search.stillhousedata.com/person/788383) | CHIEF COMPLIANCE OFFICER | — |
| [BLOCK JAMIE FRANCES](https://search.stillhousedata.com/person/832771) | SHAREHOLDER | — |
| [BLOCK JAMIE](https://search.stillhousedata.com/person/834867) | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128133/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128133/similar
- Related entities: https://search.stillhousedata.com/firm/128133/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128133

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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.