Rochester Wealth Strategies, LLC
● SEC registered since 2024CRD 299150SEC# 801-131112Rochester, MI
Reg. AUM
$177.8M
Employees
5
Accounts
445
Location
Rochester, MI
Rochester Wealth Strategies, LLC assets under management
Rochester Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Rochester, MI. The firm has been registered since 2024. It reports $177.8 million in regulatory assets under management and employs 5 people.
Rochester Wealth Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominic D'Angelo Garcia Control | Sole Member | Over 75% | 2018 |
| Xenia Kristina Woltmann | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Rochester Wealth Strategies, LLC manage?
Rochester Wealth Strategies, LLC reports $177.8 million in regulatory assets under management on its Form ADV.
How many employees does Rochester Wealth Strategies, LLC have?
Rochester Wealth Strategies, LLC reports 5 employees.
Where is Rochester Wealth Strategies, LLC located?
Rochester Wealth Strategies, LLC is based in Rochester, MI and has been SEC-registered since 2024.
Does Rochester Wealth Strategies, LLC disclose fund performance?
Rochester Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 439 S. Main Street, Suite 250, Rochester, MI 48307 |
| Phone | (248) 434-6550 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.8M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$177.8Mregulatory AUM
Discretionary $169.4MNon-discretionary $8.4M