Tailored Wealth Solutions
Tailored Wealth Solutions is an SEC-registered wealth manager in Saratoga Springs, NY with $271.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tailored Wealth Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340266, SEC 801-135304, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $271.8M (2026-06-05)
- Firm type
- Wealth Manager
- Location
- Saratoga Springs, NY
- Employees
- 7
- Clients
- 253
- CRD
- 340266
- Ownership
- TESTA, MICHAEL, ROSARIO
How much AUM does Tailored Wealth Solutions have?
Tailored Wealth Solutions reported $271.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Tailored Wealth Solutions?
Disclosed owners and executives of Tailored Wealth Solutions include TESTA, MICHAEL, ROSARIO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.