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WGS MANAGEMENT SERVICES, INC

ROCHESTER, NY · CRD 270003 · IAPD ↗ · 585-720-9970

$41.6MRegulatory AUM
1Advisory reps
1Employees
74Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — WGS MANAGEMENT SERVICES, INC (ROCHESTER, NY) is newly SEC-registered with $41.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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