ROCHESTER WEALTH STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$203,645,357
Discretionary
$195,781,821
Non-discretionary
$7,863,536
Firm details
- CRD number
- 299150
- SEC file number
- 801-131112
- Main office
- ROCHESTER, MI, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.