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| 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) |
| Fees | |
| Minimum | |
| Phone | 518-583-4800 |
| Address | 110 Henry St Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (6/5/2026) [Brochure] |
|---|
ITEM 7 – TYPES OF CLIENTS
Tailored Wealth Solutions generally provides investment advice to the following types of clients:
Individuals
High net worth individuals
Businesses
Retirement Plans
You are required to execute a written agreement with Tailored Wealth Solutions specifying the particular
advisory services in order to establish a client arrangement with Tailored Wealth Solutions.
Minimum Investment Amounts Required
Tailored Wealth Solutions does not require a minimum account value in order to open an Account.
Sub-advisors we recommend may have minimum account and minimum fee requirements in order to
participate in their programs. The sub-adviser will disclose its minimum account size and fees in its Form
ADV Part 2A Disclosure Brochure.
ITEM 6 - PERFORMANCE-BASED FEES AND SIDE-BY-SIDE MANAGEMENT | ITEM 7 - TYPES OF CLIENTS |
| AUM Breakdown | Accounts | AUM ($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 |
|---|---|---|
|
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