ROCHESTER WEALTH STRATEGIES, LLC
CRD #299150 SEC #801-131112 ROCHESTER, MI (248) 434-6550
SEC Registered
Total AUM
$150.8M
Discretionary
$144.4M
Employees
7
Clients
--
Accounts
446
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $150.8M | $144.4M | $6.4M | 7 | 0 |
| Jul 2025 | $150.8M | $144.4M | $6.4M | 6 | 0 |
| Apr 2025 | $137.5M | $132.7M | $4.8M | 6 | 0 |
| Feb 2025 | $137.5M | $132.7M | $4.8M | 6 | 0 |
| Oct 2024 | $121.4M | $119.7M | $1.7M | 6 | 0 |
| Aug 2024 | $121.4M | $119.7M | $1.7M | 6 | 0 |
DateAug 2025
Total AUM$150.8M
Discretionary$144.4M
Non-Disc.$6.4M
Employees7
Clients0
DateJul 2025
Total AUM$150.8M
Discretionary$144.4M
Non-Disc.$6.4M
Employees6
Clients0
DateApr 2025
Total AUM$137.5M
Discretionary$132.7M
Non-Disc.$4.8M
Employees6
Clients0
DateFeb 2025
Total AUM$137.5M
Discretionary$132.7M
Non-Disc.$4.8M
Employees6
Clients0
DateOct 2024
Total AUM$121.4M
Discretionary$119.7M
Non-Disc.$1.7M
Employees6
Clients0
DateAug 2024
Total AUM$121.4M
Discretionary$119.7M
Non-Disc.$1.7M
Employees6
Clients0