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Voyage Wealth Management, LLC

● SEC registered since 2022CRD 323368SEC# 801-126898
Export (members)
Reg. AUM
$147M
Employees
2
Accounts
150
Location

Voyage Wealth Management, LLC assets under management

Voyage Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $147 million in regulatory assets under management and employs 2 people.

Voyage Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kyle Michael Grisz ControlManaging Member & Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Voyage Wealth Management, LLC manage?

Voyage Wealth Management, LLC reports $147 million in regulatory assets under management on its Form ADV.

How many employees does Voyage Wealth Management, LLC have?

Voyage Wealth Management, LLC reports 2 employees.

Does Voyage Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone206-303-8282
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.2M
Non-discretionary$28.8M
Total (RAUM)$147M