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| Keyboard |
| Tailored Wealth Solutions LLC
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|---|---|
| CRD # | 340266 |
| SEC # | 801-135304 |
| CIK # | |
| AUM | 271.8 M (2026-06-05) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 518-583-4800 |
| Address | 110 Henry St Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 98.6 |
| (b) Individuals (high net worth individuals) | 70 | 173.2 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 744 | 271.8 |
| By Discretionary | ||
| Discretionary | 744 | 271.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 744 | 271.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.8 | |
| Total | 744 | 271.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Russell Capital Management LLC
✚
|
KY | 275.0 M |
|
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|
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|
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|
Parker Financial LLC
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|
Invest Capital Partners Co
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|
Rahlfs Capital LLC
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|
271.6 M | |
|
Parsonex Advisory Services Inc
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CO | 271.3 M |
|
Sage Financial Advisors Inc
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|
AZ | 270.3 M |
|
Barr Financial Services LLC
✚
|
FL | 269.2 M |