ROCHESTER WEALTH STRATEGIES, LLC

ROCHESTER WEALTH STRATEGIES, LLC of ROCHESTER, MI is an SEC-registered investment adviser (CRD 299150). Regulatory assets under management: $177.8M.

Registration

• CRD: 299150
• SEC file number: 801-131112
• Type: Registered investment adviser
• Location: 439 S. MAIN STREET, SUITE 250, ROCHESTER, MI, 48307
• Phone: (248) 434-6550
• Latest filing: 2026-06-17
• Regulatory AUM: $177.8M
• Discretionary AUM: $169.4M
• Non-discretionary AUM: $8.4M
• Clients: 5
• Accounts: 445

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search