WGS MANAGEMENT SERVICES, INC

WGS MANAGEMENT SERVICES, INC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 270003). Regulatory assets under management: $41.6M.

Registration

• CRD: 270003
• SEC file number: 801-135806
• Type: Registered investment adviser
• Location: 470 LONG POND RD, SUITE 210, ROCHESTER, NY, 14612
• Phone: 585-720-9970
• Latest filing: 2026-04-30
• Regulatory AUM: $41.6M
• Discretionary AUM: $41.6M
• Clients: 1
• Accounts: 74

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 270003 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search