# Tailored Wealth Solutions: new SEC registration, $272M AUM, Saratoga Springs, NY

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Tailored Wealth Solutions |
| Legal name | Tailored Wealth Solutions, LLC |
| CRD | 340266 |
| Status | Approved |
| Registered with the SEC | 2026-02-06 |
| Latest Form ADV filing | 2026-06-05 |
| Location | Saratoga Springs, NY, United States |
| Regulatory AUM | $271,777,434 |
| Accounts | 744 |
| Employees | 7 |
| Website | https://www.tailoredwealthsolutions.com |

## Why this score
- $272M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340266). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.