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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOLTMANN, XENIA, KRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOLTMANN, XENIA, KRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOLTMANN, XENIA, KRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOLTMANN, XENIA, KRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOLTMANN, XENIA, KRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOLTMANN, XENIA, KRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARCIA, DOMINIC, D'ANGELO | I | SOLE MEMBER | E | Control |
| GARCIA, DOMINIC, D'ANGELO | I | SOLE MEMBER | E | Control |
| GARCIA, DOMINIC, D'ANGELO | I | SOLE MEMBER | E | Control |
| GARCIA, DOMINIC, D'ANGELO | I | SOLE MEMBER | E | Control |
| GARCIA, DOMINIC, D'ANGELO | I | SOLE MEMBER | E | Control |
| GARCIA, DOMINIC, D'ANGELO | I | SOLE MEMBER | E | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (1)
MI
Address
439 S. MAIN STREETSUITE 250
ROCHESTER, MI 48307
United States
Phone: (248) 434-6550