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VOSS WEALTH MANAGEMENT
VOSS WEALTH MANAGEMENT LLC
CRD 338916 · SEC 801-135694
31 ADAMS AVE., SUITE 3C, ENDICOTT, NY, 13760, United States
Phone
(607) 444-2234
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$93.9M
Discretionary AUM
$93.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $24.3M |
| High net worth individuals | 23 | $69.6M |
States served
VT, NY, NC, PA, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD