WGS MANAGEMENT SERVICES, INC
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 270003
- Registered since
- April 10, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.74%
- Individuals40.39%
- Corporations / Businesses1.58%
- Charitable Organizations0.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
WGS Management Services, Inc. is a privately held corporation that provides portfolio management services primarily for individuals and small businesses. The firm serves both individual & family clients and institutional accounts. Its stated billing approach combines a percentage-of-assets-under-management fee with the option for hourly charges. WGS is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. The firm was registered with the SEC in 2026 and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents4%
Contacts
1 of 1WILLIAM SCHMERBECK
OwnerCRD 4704959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCHESTER, NY
MONROE
Location
ROCHESTER, NY
Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 470 Long Pond Rd
- Time zone
- ET (UTC-5)
- Office locations
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