# WEALTH STRATEGIES & SOLUTIONS, LTD.

WEALTH STRATEGIES & SOLUTIONS, LTD. of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 297130
- Type: SEC-registered investment adviser
- Location: 900 JEFFERSON ROAD, ROCHESTER, NY, 14623-3238
- Phone: 585-678-6950
- Latest filing: 2026-02-17
- Regulatory AUM: $16.6M
- Discretionary AUM: $16.6M
- Clients: 1
- Accounts: 76

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297130/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297130/similar
- Related entities: https://search.stillhousedata.com/firm/297130/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297130

---

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.