Investment adviser · CRD 270003
WGS MANAGEMENT SERVICES, INC
Investment adviser filing (IA)
ROCHESTER, NY, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $41.6M Form ADV · Item 5.F
- Client accounts
- 74 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 9 | $24,039,605 | 57.7% |
| Individuals | 63 | $16,813,834 | 40.4% |
| Corporations & businesses | Fewer than 5 | $658,454 | 1.6% |
| Charities | Fewer than 5 | $120,229 | 0.3% |
Filing source
Form ADV 2101293 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
470 LONG POND RD, SUITE 210ROCHESTER, NY, 14612, United States
CRD 270003
Filing source
Form ADV 2101293 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.