← Tributary

W & S MANAGEMENT SERVICES, INC.

ROCHESTER, NY · CRD 127852 · IAPD ↗ · wandsmgmt.com · 585-720-9971

$166.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — W & S MANAGEMENT SERVICES, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.