Wgs Management Services, Inc
● SEC registered since 2026CRD 270003SEC# 801-135806Rochester, NY
Reg. AUM
$41.6M
Employees
1
Accounts
74
Location
Rochester, NY
Wgs Management Services, Inc assets under management
Wgs Management Services, Inc is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2026. It reports $41.6 million in regulatory assets under management and employs 1 people.
Wgs Management Services, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Gerard Schmerbeck Control | President & Cco | Over 75% | 2015 |
Frequently asked questions
How much does Wgs Management Services, Inc manage?
Wgs Management Services, Inc reports $41.6 million in regulatory assets under management on its Form ADV.
How many employees does Wgs Management Services, Inc have?
Wgs Management Services, Inc reports 1 employees.
Where is Wgs Management Services, Inc located?
Wgs Management Services, Inc is based in Rochester, NY and has been SEC-registered since 2026.
Does Wgs Management Services, Inc disclose fund performance?
Wgs Management Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 470 Long Pond Rd, Suite 210, Rochester, NY 14612 |
| Phone | 585-720-9970 |
| Fax | 585-282-1012 |
| Office hours | 8-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$41.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$41.6Mregulatory AUM
Discretionary $41.6M