# Tailored Wealth Solutions

> Tailored Wealth Solutions is an SEC-registered investment advisory firm in Saratoga Springs, NY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 340266
- Filed as: TAILORED WEALTH SOLUTIONS
- Legal name: Tailored Wealth Solutions, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saratoga Springs, NY
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340266
- AdvisorCensus page: https://advisorcensus.com/firm/tailored-wealth-solutions-saratoga-springs-ny-340266

## Quick answers

**How is Tailored Wealth Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Tailored Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Tailored Wealth Solutions located?**
Tailored Wealth Solutions' principal office is in Saratoga Springs, NY, according to its Form ADV.

**Is Tailored Wealth Solutions registered with the SEC or a state?**
Tailored Wealth Solutions is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340266.

**How much does Tailored Wealth Solutions manage?**
Tailored Wealth Solutions reports $271,777,434 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**What types of clients does Tailored Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (183); high net worth individuals (70).

**Which custodians does Tailored Wealth Solutions use?**
Tailored Wealth Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tailored Wealth Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340266

**Does Tailored Wealth Solutions state an account minimum?**
Its Form ADV Part 2A brochure dated June 5, 2026 says: "Tailored Wealth Solutions does not require a minimum account value in order to open an Account."

**What changed in Tailored Wealth Solutions' recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $271,777,434. Registered or notice-filed in FL, MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Account minimum: None

> Tailored Wealth Solutions does not require a minimum account value in order to open an Account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $271,777,434
- Discretionary: $271,777,434
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $98,578,199 |
| High net worth individuals | 70 | $173,199,235 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tailoredwealthsolutions.com

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $271,777,434.
- Registered or notice-filed in FL, MA.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tailored Wealth Solutions (CRD 340266): Form ADV filing data as of October 2026.