WEALTH STRATEGIES & SOLUTIONS, LTD.

WEALTH STRATEGIES & SOLUTIONS, LTD. of ROCHESTER, NY is an SEC-registered investment adviser (CRD 297130). Regulatory assets under management: $16.6M.

Registration

• CRD: 297130
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297130 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search