TAILORED WEALTH SOLUTIONS, LLC
DBA: TAILORED WEALTH SOLUTIONS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $271.8M |
| Discretionary | $271.8M100% of AUM |
| Client Accounts | 744 |
| Avg Account Size | $365K |
| Employees | 7 |
| Peak AUM | $271.8MJun 2026 |
AUM by Client Type
Total AUM
$272M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $272M | — | — | — | — |
| Discretionary AUM | $272M | — | — | ||
Key Metrics
| Total AUM | $271.8M |
| Discretionary | $271.8M |
| Employees | 7 |
| Client Accounts | 744 |
| Client Range | 0 |
Contact & Location
Address
110 HENRY ST.
SARATOGA SPRINGS NY 12866
Phone
518-583-4800
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUMHourlySubscriptionFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$272M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Banking Institution