Overview
Assets Under Management: $166 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 51
Average Client Assets: $1.8 million
Frequently Asked Questions
W & S MANAGEMENT SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127852), W & S MANAGEMENT SERVICES, INC. is subject to fiduciary duty under federal law.
W & S MANAGEMENT SERVICES, INC. is headquartered in ROCHESTER, NY.
W & S MANAGEMENT SERVICES, INC. serves 51 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, W & S MANAGEMENT SERVICES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
W & S MANAGEMENT SERVICES, INC. manages $166 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, W & S MANAGEMENT SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.51%
Average Client Assets: $1.8 million
Total Client Accounts: 487
Discretionary Accounts: 487
Regulatory Filings
CRD Number: 127852
Filing ID: 2080806
Last Filing Date: 2026-03-26 18:17:34