PPrivate Fund Data Log in Join · $37/mo

Wgs Management Services, Inc

● SEC registered since 2026CRD 270003SEC# 801-135806Rochester, NY
Export (members)
Reg. AUM
$41.6M
Employees
1
Accounts
74
Location
Rochester, NY

Wgs Management Services, Inc assets under management

Wgs Management Services, Inc is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2026. It reports $41.6 million in regulatory assets under management and employs 1 people.

Wgs Management Services, Inc owners & executives

1 reported
NameTitleOwnershipSince
William Gerard Schmerbeck ControlPresident & CcoOver 75%2015

Frequently asked questions

How much does Wgs Management Services, Inc manage?

Wgs Management Services, Inc reports $41.6 million in regulatory assets under management on its Form ADV.

How many employees does Wgs Management Services, Inc have?

Wgs Management Services, Inc reports 1 employees.

Where is Wgs Management Services, Inc located?

Wgs Management Services, Inc is based in Rochester, NY and has been SEC-registered since 2026.

Does Wgs Management Services, Inc disclose fund performance?

Wgs Management Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address470 Long Pond Rd, Suite 210, Rochester, NY 14612
Phone585-720-9970
Fax585-282-1012
Office hours8-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$41.6M
Non-discretionary$0
Total (RAUM)$41.6M