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Voss Wealth Management LLC

● SEC registered since 2026CRD 338916SEC# 801-135694Endicott, NY
Export (members)
Reg. AUM
$93.9M
Employees
1
Accounts
148
Location
Endicott, NY

Voss Wealth Management LLC assets under management

Voss Wealth Management LLC is an SEC-registered investment adviser based in Endicott, NY. The firm has been registered since 2026. It reports $93.9 million in regulatory assets under management and employs 1 people.
www.vosswealth.comView on SEC.gov ↗

Voss Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Anthony Voss ControlSole Member, CcoOver 75%2026

Frequently asked questions

How much does Voss Wealth Management LLC manage?

Voss Wealth Management LLC reports $93.9 million in regulatory assets under management on its Form ADV.

How many employees does Voss Wealth Management LLC have?

Voss Wealth Management LLC reports 1 employees.

Where is Voss Wealth Management LLC located?

Voss Wealth Management LLC is based in Endicott, NY and has been SEC-registered since 2026.

Does Voss Wealth Management LLC disclose fund performance?

Voss Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address31 Adams Ave., Suite 3c, Endicott, NY 13760
Phone(607) 444-2234
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$93.9M
Non-discretionary$0
Total (RAUM)$93.9M