WGS MANAGEMENT SERVICES, INC
  • WGS MANAGEMENT SERVICES, INC
  • WARD & SCHMERBECK, P.C.
  • WARD, SCHMERBECK, & BILLIG, P.C.

Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 04/10/2026
Other registrations (4)
Former registrations

WGS MANAGEMENT SERVICES, INC

ADV Location ROCHESTER, NY, United States
Contact Info 585 xxxxxxx
AUM* 41,632,122
of that, discretionary 41,632,122
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 562,596
% High Net Worth 12.16%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

42M 36M 30M 24M 18M 12M 6M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees