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| Keyboard |
| W & S Management Services Inc
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|---|---|
| CRD # | 127852 |
| SEC # | 801-69165 |
| CIK # | |
| AUM | 166.0 M (2026-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-720-9971 |
| Address | 470 Long Pond Road Suite 200 Rochester, NY 14612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436 | 71.5 |
| (b) Individuals (high net worth individuals) | 51 | 93.8 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 487 | 166.0 |
| By Discretionary | ||
| Discretionary | 487 | 166.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 487 | 166.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.0 | |
| Total | 487 | 166.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Skybound Wealth Management USA LLC
✚
|
TX | 166.5 M |
|
Conway Partners Management LLC
✚
|
166.3 M | |
|
Great Lakes Wealth LLC
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|
AFG Fiduciary Services Limited Partnership
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Strong Retirement Solutions LLC
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|
Stolzer Rothschild Levy LLC
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|
Lyons Capital Group LLC
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|
LA | 165.9 M |
|
Vestpointe Wealth Management LLC
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|
AZ | 165.8 M |
|
Vision Financial Management LLC
✚
|
OH | 165.7 M |
|
Feltl Advisors LLC
✚
|
MN | 165.6 M |