Rochester Wealth Strategies, LLC

Overview

Rochester Wealth Strategies, LLC is an independent, SEC-registered investment adviser organized as an LLC that provides fee-based portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm lists portfolio management for individuals/small businesses and pension consulting services among its advisory activities. It charges fees as a percentage of assets under management and is owned by an individual. The adviser does not position itself as an ESG-focused allocator. The firm completed SEC registration in 2024 and is not characterized as a multi-state or affiliated adviser in its filing. It does not describe itself as a capital allocator; its business is delivering advisory services rather than acting as an external fund manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices