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Xenia Kristina Woltmann

ROCHESTER WEALTH STRATEGIES, LLC·ROCHESTER, Michigan
Clean recordROCHESTER WEALTH STRATEGIES, LLC
439 S. MAIN STREET, ROCHESTER, MI 48307CRD# 4256157Firm CRD# 299150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Xenia Kristina Woltmann · ROCHESTER, MI
Registration
CRD #4256157 · ROCHESTER WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Xenia Kristina Woltmann is a registered financial advisor based in ROCHESTER, Michigan, affiliated with ROCHESTER WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER WEALTH STRATEGIES, LLC
AUM
$121M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ROCHESTER WEALTH STRATEGIES, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4256157
Firm CRD# 299150
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Xenia Kristina Woltmann offer?
Xenia Kristina Woltmann specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCHESTER, Michigan for a consultation.
What are Xenia Kristina Woltmann's credentials?
Xenia Kristina Woltmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Xenia Kristina Woltmann located?
Xenia Kristina Woltmann is based in ROCHESTER, Michigan, working with ROCHESTER WEALTH STRATEGIES, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Xenia Kristina Woltmann charge for services?
Xenia Kristina Woltmann's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCHESTER WEALTH STRATEGIES, LLC?
ROCHESTER WEALTH STRATEGIES, LLC has approximately 6 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROCHESTER WEALTH STRATEGIES, LLC

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ROCHESTER, MI

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