| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominic D'Angelo Garcia Control | Sole Member | Over 75% | 2018 |
| Xenia Kristina Woltmann | Chief Compliance Officer | Under 5% | 2022 |
Rochester Wealth Strategies, LLC reports $150.8 million in regulatory assets under management on its Form ADV.
Rochester Wealth Strategies, LLC reports 7 employees.
Rochester Wealth Strategies, LLC is based in Rochester, MI and has been SEC-registered since 2024.
Rochester Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 439 S. Main Street, Suite 250, Rochester, MI 48307 |
| Phone | (248) 434-6550 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $144.4M |
| Non-discretionary | $6.4M |
| Total (RAUM) | $150.8M |