| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Rosario Testa Control | Owner, Cco | Over 75% | 2020 |
Tailored Wealth Solutions, LLC reports $271.8 million in regulatory assets under management on its Form ADV.
Tailored Wealth Solutions, LLC reports 7 employees.
Tailored Wealth Solutions, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2026.
Tailored Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 110 Henry St., Saratoga Springs, NY 12866 |
| Phone | 518-583-4800 |
| Office hours | 9:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $271.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $271.8M |