# Wealth Strategies & Solutions Ltd.

Wealth Strategies & Solutions Ltd. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bob-baldes-94b56210

## Regulatory record

- **CRD number:** 297130
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297130

## About

Wealth Strategies & Solutions, LTD. is a state-registered investment adviser in Rochester, NY. The firm manages approximately $17 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Wealth Strategies & Solutions Ltd.?

No named executives, investment principals, or board members have been publicly identified for Wealth Strategies & Solutions Ltd. The firm does not list a management team on any accessible platform.

### What investment strategy does Wealth Strategies & Solutions Ltd. pursue?

The firm has not publicly described an investment strategy. No asset-class allocations, stage preferences, or sector focuses have been disclosed.

### Does Wealth Strategies & Solutions Ltd. co-invest with other parties?

There is no public evidence that Wealth Strategies & Solutions Ltd. engages in co-investments. No partnership announcements or shared deal records exist in available sources.

### Where does the wealth behind Wealth Strategies & Solutions Ltd. originate?

The source of wealth is not disclosed. No information ties the firm to a specific family, fortune, or industry of origin.

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Last updated: 2026-07-06T01:24:28.681Z

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