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ROCHESTER WEALTH STRATEGIES, LLC

ROCHESTER, MI · CRD 299150 · IAPD ↗ · (248) 434-6550

$203.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2024 — ROCHESTER WEALTH STRATEGIES, LLC (ROCHESTER, MI) is newly SEC-registered with $121.4M RAUM and 4 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.