Wealth Design Services Inc.

Wealth Design Services Inc. (CRD# 128133) is a financial advisory firm headquartered in Rochester, NY. They manage $163,618,386 in 412 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $397,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Wealth Design Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven G. Schwartz
CRD#: 4703156
Suite 205, 132 Allens Creek Road, Rochester, NY 14618
93
Wealthminder
score

Steven Schwartz (CRD# 4703156) is an Investment Advisor Representative working at Wealth Design Services Inc. in Rochester, NY and has over 14 years of experience in the finance industry.

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