← Directory
TAILORED WEALTH SOLUTIONS
Legal name: TAILORED WEALTH SOLUTIONS, LLC
CRD 340266File 801-135304
APPROVED
Retail clients
Custody
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$271.8M
Below cohort median (national)
Discretionary AUM
$271.8M
Clients
253
744 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 6, 2026
- Principal office
- 110 HENRY ST., SARATOGA SPRINGS, NY, 12866
- Phone
- 518-583-4800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.8M
- Discretionary AUM
- $271.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 744
- Non-discretionary accounts
- 0
- Total accounts
- 744
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $173.2M |
| Individuals (other than high net worth individuals) | 183 | $98.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.