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| Rochester Wealth Strategies LLC
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|---|---|
| CRD # | 299150 |
| SEC # | 801-131112 |
| CIK # | 0001958456 |
| AUM | 177.8 M (2026-06-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 248-434-6550 |
| Address | 439 S Main Street Rochester, MI 48307 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.4 | ||
| Chevron Corp | 1.7 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.6 | ||
| Brookfield Asset Management Inc | 0.5 | ||
| Apple Inc | 0.4 | ||
| International Business Machines Corp | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| KKR & Co LP | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 38.9 |
| (b) Individuals (high net worth individuals) | 68 | 138.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 445 | 177.8 |
| By Discretionary | ||
| Discretionary | 413 | 169.4 |
| Non-Discretionary | 32 | 8.4 |
| Total | 445 | 177.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.8 | |
| Total | 445 | 177.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001958456] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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