Active
ROCHESTER WEALTH STRATEGIES, LLC
Investment Advice|ROCHESTER, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$137.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 132.7M |
| Non-Discretionary | 4.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 299150 |
| SEC Number | 801-131112 |
| Street Address | 439 S. MAIN STREET |
| Street Address 2 | SUITE 250 |
| Location | ROCHESTER, MI 48307 |
| Country | United States |
| Phone | (248) 434-6550 |
| Total Employees | 6 |
Client Count by Type (135 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 85 |
| High Net Worth Individual… | 49 |
| Corporations/Businesses | 1 |
Community Partners
CHARTER TOWNSHIP OF BLOOMFIELD
CHARTER TOWNSHIP OF BRANDON
CHARTER TOWNSHIP OF COMMERCE
CHARTER TOWNSHIP OF HIGHLAND
CHARTER TOWNSHIP OF INDEPENDENCE
CHARTER TOWNSHIP OF LYON
CHARTER TOWNSHIP OF MILFORD
CHARTER TOWNSHIP OF NORTHVILLE
CHARTER TOWNSHIP OF OAKLAND
CHARTER TOWNSHIP OF ORION
CHARTER TOWNSHIP OF ROYAL OAK
CHARTER TOWNSHIP OF SPRINGFIELD
CHARTER TOWNSHIP OF WATERFORD
CHARTER TOWNSHIP OF WEST BLOOMFIELD
CHARTER TOWNSHIP OF WHITE LAKE
CITY OF AUBURN HILLS
CITY OF BERKLEY
CITY OF BIRMINGHAM
CITY OF BLOOMFIELD HILLS
CITY OF CLARKSTON
CHARTER TOWNSHIP OF BLOOMFIELD
CHARTER TOWNSHIP OF BRANDON
CHARTER TOWNSHIP OF COMMERCE
CHARTER TOWNSHIP OF HIGHLAND
CHARTER TOWNSHIP OF INDEPENDENCE
CHARTER TOWNSHIP OF LYON
CHARTER TOWNSHIP OF MILFORD
CHARTER TOWNSHIP OF NORTHVILLE
CHARTER TOWNSHIP OF OAKLAND
CHARTER TOWNSHIP OF ORION
CHARTER TOWNSHIP OF ROYAL OAK
CHARTER TOWNSHIP OF SPRINGFIELD
CHARTER TOWNSHIP OF WATERFORD
CHARTER TOWNSHIP OF WEST BLOOMFIELD
CHARTER TOWNSHIP OF WHITE LAKE
CITY OF AUBURN HILLS
CITY OF BERKLEY
CITY OF BIRMINGHAM
CITY OF BLOOMFIELD HILLS
CITY OF CLARKSTON
CHARTER TOWNSHIP OF BLOOMFIELD
CHARTER TOWNSHIP OF BRANDON
CHARTER TOWNSHIP OF COMMERCE
CHARTER TOWNSHIP OF HIGHLAND
CHARTER TOWNSHIP OF INDEPENDENCE
CHARTER TOWNSHIP OF LYON
CHARTER TOWNSHIP OF MILFORD
CHARTER TOWNSHIP OF NORTHVILLE
CHARTER TOWNSHIP OF OAKLAND
CHARTER TOWNSHIP OF ORION
CHARTER TOWNSHIP OF ROYAL OAK
CHARTER TOWNSHIP OF SPRINGFIELD
CHARTER TOWNSHIP OF WATERFORD
CHARTER TOWNSHIP OF WEST BLOOMFIELD
CHARTER TOWNSHIP OF WHITE LAKE
CITY OF AUBURN HILLS
CITY OF BERKLEY
CITY OF BIRMINGHAM
CITY OF BLOOMFIELD HILLS
CITY OF CLARKSTON
Municipal Government
61 Active
61
Organizations
BRANDON TOWNSHIP FIRE DEPARTMENT
FARMINGTON COMMUNITY LIBRARY
FERNDALE AREA DISTRICT LIBRARY
FERNDALE HOUSING COMMISSION
INTERGOVERNMENTAL CABLE COMMUNICATIONS AUTHORITY
NORTH OAKLAND COUNTY FIRE AUTHORITY
NORTH OAKLAND TRANSPORTATION
NORTHVILLE DISTRICT LIBRARY
OAKLAND COMMUNITY HEALTH NETWORK
OAKLAND COUNTY CONSERVATION DISTRICT
OAKLAND COUNTY SOIL AND WATER CONSERVATION DISTRICT
OLDER PERSON COMMISSION
ORION TOWNSHIP PUBLIC LIBRARY
RESOURCE RECOVERY AND RECYCLING AUTHORITY OF SOUTHWEST OAKLAND COUNTY
ROYAL OAK TOWNSHIP HOUSING COMMISSION
SALEM SOUTH LYON DISTRICT LIBRARY
SOUTHEASTERN OAKLAND COUNTY RESOURCE RECOVERY AUTHORITY
SOUTHEASTERN OAKLAND COUNTY WATER AUTHORITY
SOUTHWEST OAKLAND COUNTY RESOURCE RECOVERY AND RECYCLING AUTHORI
TRAILWAYS COMMISSION
BRANDON TOWNSHIP FIRE DEPARTMENT
FARMINGTON COMMUNITY LIBRARY
FERNDALE AREA DISTRICT LIBRARY
FERNDALE HOUSING COMMISSION
INTERGOVERNMENTAL CABLE COMMUNICATIONS AUTHORITY
NORTH OAKLAND COUNTY FIRE AUTHORITY
NORTH OAKLAND TRANSPORTATION
NORTHVILLE DISTRICT LIBRARY
OAKLAND COMMUNITY HEALTH NETWORK
OAKLAND COUNTY CONSERVATION DISTRICT
OAKLAND COUNTY SOIL AND WATER CONSERVATION DISTRICT
OLDER PERSON COMMISSION
ORION TOWNSHIP PUBLIC LIBRARY
RESOURCE RECOVERY AND RECYCLING AUTHORITY OF SOUTHWEST OAKLAND COUNTY
ROYAL OAK TOWNSHIP HOUSING COMMISSION
SALEM SOUTH LYON DISTRICT LIBRARY
SOUTHEASTERN OAKLAND COUNTY RESOURCE RECOVERY AUTHORITY
SOUTHEASTERN OAKLAND COUNTY WATER AUTHORITY
SOUTHWEST OAKLAND COUNTY RESOURCE RECOVERY AND RECYCLING AUTHORI
TRAILWAYS COMMISSION
BRANDON TOWNSHIP FIRE DEPARTMENT
FARMINGTON COMMUNITY LIBRARY
FERNDALE AREA DISTRICT LIBRARY
FERNDALE HOUSING COMMISSION
INTERGOVERNMENTAL CABLE COMMUNICATIONS AUTHORITY
NORTH OAKLAND COUNTY FIRE AUTHORITY
NORTH OAKLAND TRANSPORTATION
NORTHVILLE DISTRICT LIBRARY
OAKLAND COMMUNITY HEALTH NETWORK
OAKLAND COUNTY CONSERVATION DISTRICT
OAKLAND COUNTY SOIL AND WATER CONSERVATION DISTRICT
OLDER PERSON COMMISSION
ORION TOWNSHIP PUBLIC LIBRARY
RESOURCE RECOVERY AND RECYCLING AUTHORITY OF SOUTHWEST OAKLAND COUNTY
ROYAL OAK TOWNSHIP HOUSING COMMISSION
SALEM SOUTH LYON DISTRICT LIBRARY
SOUTHEASTERN OAKLAND COUNTY RESOURCE RECOVERY AUTHORITY
SOUTHEASTERN OAKLAND COUNTY WATER AUTHORITY
SOUTHWEST OAKLAND COUNTY RESOURCE RECOVERY AND RECYCLING AUTHORI
TRAILWAYS COMMISSION
Special District
22 Active
22
Organizations
AVONDALE SCHOOL DISTRICT
BERKLEY SCHOOL DISTRICT
BIRMINGHAM PUBLIC SCHOOLS
BLOOMFIELD HILLS SCHOOLS
BRANDON SCH DIST IN COUNTIES OF OAKLAND & LAPEER
CLARENCEVILLE SCH DIST
CLARKSTON COMM SCH DIST
CLAWSON PUBLIC SCHOOLS
FARMINGTON PUBLIC SCHOOL DISTRICT
FERNDALE PUBLIC SCHOOLS
GREAT LAKES ACADEMY
HAZEL PARK CITY SCH DIST
HOLLY AREA SCH DIST
HURON VALLEY SCHOOLS
LAKE ORION COMM SCH DIST
LAMPHERE SCHOOLS
MADISON PUB SCH DIST
NEAU MOON LLC
NOVI COMMUNITY SCHOOL DISTRICT
OAKLAND COMMUNITY COLLEGE DISTRICT
AVONDALE SCHOOL DISTRICT
BERKLEY SCHOOL DISTRICT
BIRMINGHAM PUBLIC SCHOOLS
BLOOMFIELD HILLS SCHOOLS
BRANDON SCH DIST IN COUNTIES OF OAKLAND & LAPEER
CLARENCEVILLE SCH DIST
CLARKSTON COMM SCH DIST
CLAWSON PUBLIC SCHOOLS
FARMINGTON PUBLIC SCHOOL DISTRICT
FERNDALE PUBLIC SCHOOLS
GREAT LAKES ACADEMY
HAZEL PARK CITY SCH DIST
HOLLY AREA SCH DIST
HURON VALLEY SCHOOLS
LAKE ORION COMM SCH DIST
LAMPHERE SCHOOLS
MADISON PUB SCH DIST
NEAU MOON LLC
NOVI COMMUNITY SCHOOL DISTRICT
OAKLAND COMMUNITY COLLEGE DISTRICT
AVONDALE SCHOOL DISTRICT
BERKLEY SCHOOL DISTRICT
BIRMINGHAM PUBLIC SCHOOLS
BLOOMFIELD HILLS SCHOOLS
BRANDON SCH DIST IN COUNTIES OF OAKLAND & LAPEER
CLARENCEVILLE SCH DIST
CLARKSTON COMM SCH DIST
CLAWSON PUBLIC SCHOOLS
FARMINGTON PUBLIC SCHOOL DISTRICT
FERNDALE PUBLIC SCHOOLS
GREAT LAKES ACADEMY
HAZEL PARK CITY SCH DIST
HOLLY AREA SCH DIST
HURON VALLEY SCHOOLS
LAKE ORION COMM SCH DIST
LAMPHERE SCHOOLS
MADISON PUB SCH DIST
NEAU MOON LLC
NOVI COMMUNITY SCHOOL DISTRICT
OAKLAND COMMUNITY COLLEGE DISTRICT
School District
34 Active
34
Organizations
1199 CORNERSTONE COMMUNITY FINANCIAL
139 SCHOLARSHIP INC
1528 COLLABORATIVE
16180 MEYERS ROAD
17505 NORTHVILLE OPTIMISTS MICHIGAN
17TH REGIMENT OF MICHIGAN VOLUNTEERS COMPANY E
1806 COMPANY
2010 HONEYBAKED YOUTH HOCKEY
2015 LCB LEGENDS GOLD
2016 LCB LEGENDS WHITE
2017 Brighton Ice Avalanche
2 As 1 Forever Inc
313 DIGITAL
313 ROBOTICS
333 LT RAYMOND ZUSSMAN POST
356 MOTOR CITIES GRUPPE
360 FAITH INC
378 VANGUARD CHAPTER OF TROUT UNLIMITED
3PHASES 2A LADY SCHOOL OF ETIQUETTE
3RD CIRCLE INC
1199 CORNERSTONE COMMUNITY FINANCIAL
139 SCHOLARSHIP INC
1528 COLLABORATIVE
16180 MEYERS ROAD
17505 NORTHVILLE OPTIMISTS MICHIGAN
17TH REGIMENT OF MICHIGAN VOLUNTEERS COMPANY E
1806 COMPANY
2010 HONEYBAKED YOUTH HOCKEY
2015 LCB LEGENDS GOLD
2016 LCB LEGENDS WHITE
2017 Brighton Ice Avalanche
2 As 1 Forever Inc
313 DIGITAL
313 ROBOTICS
333 LT RAYMOND ZUSSMAN POST
356 MOTOR CITIES GRUPPE
360 FAITH INC
378 VANGUARD CHAPTER OF TROUT UNLIMITED
3PHASES 2A LADY SCHOOL OF ETIQUETTE
3RD CIRCLE INC
1199 CORNERSTONE COMMUNITY FINANCIAL
139 SCHOLARSHIP INC
1528 COLLABORATIVE
16180 MEYERS ROAD
17505 NORTHVILLE OPTIMISTS MICHIGAN
17TH REGIMENT OF MICHIGAN VOLUNTEERS COMPANY E
1806 COMPANY
2010 HONEYBAKED YOUTH HOCKEY
2015 LCB LEGENDS GOLD
2016 LCB LEGENDS WHITE
2017 Brighton Ice Avalanche
2 As 1 Forever Inc
313 DIGITAL
313 ROBOTICS
333 LT RAYMOND ZUSSMAN POST
356 MOTOR CITIES GRUPPE
360 FAITH INC
378 VANGUARD CHAPTER OF TROUT UNLIMITED
3PHASES 2A LADY SCHOOL OF ETIQUETTE
3RD CIRCLE INC
Nonprofit Organization
6634 Active
6634
Organizations
Community Partners156 organizations
CHARTER TOWNSHIP OF BRANDON
Municipal Government·ORTONVILLE
CHARTER TOWNSHIP OF MILFORD
Municipal Government·MILFORD
CHARTER TOWNSHIP OF NORTHVILLE
Municipal Government·NORTHVILLE
CHARTER TOWNSHIP OF ROYAL OAK
Municipal Government·FERNDALE
CITY OF FARMINGTON
Municipal Government·FARMINGTON
CITY OF FARMINGTON HILLS
Municipal Government·FARMINGTON HILLS
CITY OF FERNDALE
Municipal Government·FERNDALE
CITY OF HAZEL PARK
Municipal Government·HAZEL PARK
CITY OF HUNTINGTON WOODS
Municipal Government·HUNTINGTON WOODS
CITY OF LAKE ANGELUS
Municipal Government·LAKE ANGELUS
CITY OF LATHRUP VILLAGE
Municipal Government·LATHRUP VILLAGE
CITY OF MADISON HEIGHTS
Municipal Government·MADISON HEIGHTS
CITY OF NORTHVILLE
Municipal Government·NORTHVILLE
CITY OF OAK PARK
Municipal Government·OAK PARK
CITY OF PONTIAC
Municipal Government·PONTIAC
CITY OF ROCHESTER HILLS
Municipal Government·ROCHESTER HILLS
CITY OF ROYAL OAK
Municipal Government·ROYAL OAK
CITY OF SOUTH LYON
Municipal Government·SOUTH LYON
CITY OF SYLVAN LAKE
Municipal Government·SYLVAN LAKE
CITY OF WALLED LAKE
Municipal Government·WALLED LAKE
TOWNSHIP OF NOVI
Municipal Government·NORTHVILLE
BRANDON TOWNSHIP FIRE DEPARTMENT
Special District·ORTONVILLE
FERNDALE HOUSING COMMISSION
Special District·FERNDALE
INTERGOVERNMENTAL CABLE COMMUNICATIONS AUTHORITY
Special District·HUNTINGTON WOODS
NORTH OAKLAND COUNTY FIRE AUTHORITY
Special District·HOLLY
NORTH OAKLAND TRANSPORTATION
Special District·OXFORD
NORTHVILLE DISTRICT LIBRARY
Special District·NORTHVILLE
OAKLAND COMMUNITY HEALTH NETWORK
Special District·TROY
OAKLAND COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·CLARKSTON
OLDER PERSON COMMISSION
Special District·ROCHESTER
ORION TOWNSHIP PUBLIC LIBRARY
Special District·LAKE ORION
RESOURCE RECOVERY AND RECYCLING AUTHORITY OF SOUTHWEST OAKLAND COUNTY
Special District·SOUTHFIELD
ROYAL OAK TOWNSHIP HOUSING COMMISSION
Special District·FERNDALE
WEST BLOOMFIELD PARKS & RECREATION COMMISSION
Special District·WEST BLOOMFIELD
WESTERN OAKLAND COUNTY CABLE COMMUNICATION AUTHORITY
Special District·WIXOM
BERKLEY SCHOOL DISTRICT
School District·OAK PARK
GREAT LAKES ACADEMY
School District·PONTIAC
NEAU MOON LLC
School District·OAK PARK
OAKLAND SCHOOLS
School District·WATERFORD
PONTIAC ACADEMY FOR EXCELLENCE
School District·PONTIAC
SCHOOLCRAFT COMMUNITY COLLEGE DISTRICT
School District·LIVONIA
WATERFORD MONTESSORI ACADEMY
School District·WATERFORD
WEST BLOOMFIELD SCHOOL DISTRICT
School District·WEST BLOOMFIELD
1199 CORNERSTONE COMMUNITY FINANCIAL
Nonprofit Organization·AUBURN HILLS
139 SCHOLARSHIP INC
Nonprofit Organization·LIVONIA
1528 COLLABORATIVE
Nonprofit Organization·Rochester
16180 MEYERS ROAD
Nonprofit Organization·BIRMINGHAM
17505 NORTHVILLE OPTIMISTS MICHIGAN
Nonprofit Organization·Northville
17TH REGIMENT OF MICHIGAN VOLUNTEERS COMPANY E
Nonprofit Organization·Livonia
1806 COMPANY
Nonprofit Organization·ROYAL OAK
2010 HONEYBAKED YOUTH HOCKEY
Nonprofit Organization·West Bloomfield
2015 LCB LEGENDS GOLD
Nonprofit Organization·Wixom
2016 LCB LEGENDS WHITE
Nonprofit Organization·FARMINGTON HILLS
2017 Brighton Ice Avalanche
Nonprofit Organization·South Lyon
2 As 1 Forever Inc
Nonprofit Organization·Pontiac
313 DIGITAL
Nonprofit Organization·TROY
313 ROBOTICS
Nonprofit Organization·Livonia
333 LT RAYMOND ZUSSMAN POST
Nonprofit Organization·Berkley
356 MOTOR CITIES GRUPPE
Nonprofit Organization·troy
360 FAITH INC
Nonprofit Organization·West Bloomfield
378 VANGUARD CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·ROCHESTER
3PHASES 2A LADY SCHOOL OF ETIQUETTE
Nonprofit Organization·Madison Heights
3RD CIRCLE INC
Nonprofit Organization·CLARKSTON
3RD WORLD PEOPLE INC
Nonprofit Organization·Oakland
4481 BLOOMFIELD
Nonprofit Organization·Wixom
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·PONTIAC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·PONTIAC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·PONTIAC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pontiac
4 ORGANIC BEGINNINGS INC
Nonprofit Organization·West Bloomfield
500 STUDIOS INC
Nonprofit Organization·Birmingham
52-2 SOBRIETY COURT INC
Nonprofit Organization·Clarkston
786 FOUNDATION
Nonprofit Organization·WEST BLOOMFIELD
7 BROS INC
Nonprofit Organization·West Bloomfield
8TH MICHIGAN CAVALRY ASSOCIATION
Nonprofit Organization·Berkley
9 IN A MILLION
Nonprofit Organization·Pontiac
AAA CRISIS PREGNANCY CENTER
Nonprofit Organization·Livonia
AAA Goals Inc
Nonprofit Organization·Northville
AALBERTS SURFACE TECHNOLOGIES LIVONIA, INC.
Nonprofit Organization·LIVONIA
A ALFRED TAUBMAN FOUNDATION
Nonprofit Organization·BLOOMFIELD HILLS
AAROLYNS HOUSE OF HOPE
Nonprofit Organization·Oak Park
AARON AND CAROLYNN FRANKEL FOUNDATION
Nonprofit Organization·TROY