LP Profile

W & S Management Services

Also known as w and s management services

Wealth ManagerRochester, United StatesFounded 2000
Rochester
Headquarters
Investment Focus

About W & S Management Services

W&S Management Services, Inc. offers financial planning and investment services in Rochester New York.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to W & S Management Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$166.0M
Total Clients
487
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to W & S Management Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is W & S Management Services?

W & S Management Services is a wealth manager based in Rochester, United States.

Where is W & S Management Services headquartered?

W & S Management Services is headquartered in Rochester, United States.

When was W & S Management Services founded?

W & S Management Services was founded in 2000.

How can I contact W & S Management Services?

Verified contact details, key decision-makers, and investment preferences for W & S Management Services are available on LPbacked. Create a free account to access them.