# TAILORED WEALTH SOLUTIONS, LLC

TAILORED WEALTH SOLUTIONS, LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 340266
- Type: SEC-registered investment adviser
- SEC file number: 801-135304
- Location: 110 HENRY ST., SARATOGA SPRINGS, NY, 12866
- Phone: 518-583-4800
- Latest filing: 2026-06-05
- Regulatory AUM: $271.8M
- Discretionary AUM: $271.8M
- Clients: 7
- Accounts: 744

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Michael Rosario Testa | OWNER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340266/similar
- Related entities: https://search.stillhousedata.com/firm/340266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340266

---

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.