WEALTH DESIGN SERVICES INC.
Legal name: WEALTH DESIGN SERVICES INC
CRD #128133 SEC #801-67741 ROCHESTER, NY 585-442-3230
SEC Registered
Total AUM
$34.5M
Discretionary
$16.4M
Employees
2
Clients
51
Accounts
63
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $34.5M | $16.4M | $18M | 2 | 7 |
| Sep 2017 | $163.6M | $129.7M | $33.9M | 2 | 26 |
| Mar 2017 | $163.6M | $129.7M | $33.9M | 2 | 26 |
| Mar 2016 | $127.6M | $97.1M | $30.5M | 5 | 26 |
| Jan 2016 | $125.2M | $89.6M | $35.6M | 5 | 26 |
| May 2015 | $125.2M | $89.6M | $35.6M | 5 | 26 |
| Mar 2015 | $125.2M | $89.6M | $35.6M | 5 | 26 |
| Feb 2014 | $109.5M | $82.9M | $26.6M | 5 | 26 |
| Mar 2013 | $87.6M | $62.1M | $25.5M | 6 | 26 |
| Jul 2012 | $81.6M | $59.3M | $22.3M | 1 | 26 |
| Mar 2012 | $81.6M | $59.3M | $22.3M | 1 | 26 |
| Mar 2011 | $63.7M | $57.5M | $6.2M | 5 | -- |
| Mar 2008 | $40.8M | $20.8M | $20M | 5 | -- |
| Mar 2007 | $41.5M | $24.3M | $17.2M | 5 | -- |
DateMar 2018
Total AUM$34.5M
Discretionary$16.4M
Non-Disc.$18M
Employees2
Clients7
DateSep 2017
Total AUM$163.6M
Discretionary$129.7M
Non-Disc.$33.9M
Employees2
Clients26
DateMar 2017
Total AUM$163.6M
Discretionary$129.7M
Non-Disc.$33.9M
Employees2
Clients26
DateMar 2016
Total AUM$127.6M
Discretionary$97.1M
Non-Disc.$30.5M
Employees5
Clients26
DateJan 2016
Total AUM$125.2M
Discretionary$89.6M
Non-Disc.$35.6M
Employees5
Clients26
DateMay 2015
Total AUM$125.2M
Discretionary$89.6M
Non-Disc.$35.6M
Employees5
Clients26
DateMar 2015
Total AUM$125.2M
Discretionary$89.6M
Non-Disc.$35.6M
Employees5
Clients26
DateFeb 2014
Total AUM$109.5M
Discretionary$82.9M
Non-Disc.$26.6M
Employees5
Clients26
DateMar 2013
Total AUM$87.6M
Discretionary$62.1M
Non-Disc.$25.5M
Employees6
Clients26
DateJul 2012
Total AUM$81.6M
Discretionary$59.3M
Non-Disc.$22.3M
Employees1
Clients26
DateMar 2012
Total AUM$81.6M
Discretionary$59.3M
Non-Disc.$22.3M
Employees1
Clients26
DateMar 2011
Total AUM$63.7M
Discretionary$57.5M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2008
Total AUM$40.8M
Discretionary$20.8M
Non-Disc.$20M
Employees5
Clients--
DateMar 2007
Total AUM$41.5M
Discretionary$24.3M
Non-Disc.$17.2M
Employees5
Clients--