Rochester Wealth Strategies, LLC
Rochester Wealth Strategies, LLC is an SEC-registered wealth manager in Rochester, MI with $177.8M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Rochester Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299150, SEC 801-131112, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $177.8M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Rochester, MI
- Employees
- 5
- Clients
- 137
- CRD
- 299150
- Ownership
- WOLTMANN, XENIA, KRISTINA; GARCIA, DOMINIC, D'ANGELO
How much AUM does Rochester Wealth Strategies, LLC have?
Rochester Wealth Strategies, LLC reported $177.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Rochester Wealth Strategies, LLC?
Disclosed owners and executives of Rochester Wealth Strategies, LLC include WOLTMANN, XENIA, KRISTINA, GARCIA, DOMINIC, D'ANGELO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.