T
$271.8M Total AUM
$271.8M Disc. AUM
-- 3Y CAGR
7 Employees
253 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2026
- Office Locations
- 1
Office Locations
110 Henry St. Saratoga Springs NY
About Tailored Wealth Solutions
Tailored Wealth Solutions is a Saratoga Springs-based RIA. The firm has been operating for 0 years. Managing $271.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
41 AVG AGE
$67.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.4 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL ROSARIO TESTA
Chief Compliance Officer, Owner
- CRD
- #4837398
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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N
Nicolas Robert Carbone
--
- CRD
- #7799432
Available
Available
Available
J
John Joseph Papielion Jr.
--
- CRD
- #7554435
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,777,434 | $365,292 |
| Non-Discretionary | $0 | -- |
| Total | $271,777,434 | $365,292 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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