TAILORED WEALTH SOLUTIONS, LLC

TAILORED WEALTH SOLUTIONS, LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 340266). Regulatory assets under management: $271.8M.

Registration

• CRD: 340266
• SEC file number: 801-135304
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340266 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search