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WEALTH STRATEGIES & SOLUTIONS, LLC

Advisory

ROCHESTER, NY

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in NY
#5,117
of 5,722 advisers by AUM
Average account
$218K
across 76 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
59
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients59
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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REBELLION RESEARCH ADVISORS, L.P.
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STRATEGIC WEALTH MANAGEMENT LLC
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$16M
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