Voss Wealth Management LLC
● SEC registered since 2026CRD 338916SEC# 801-135694Endicott, NY
Reg. AUM
$93.9M
Employees
1
Accounts
148
Location
Endicott, NY
About Voss Wealth Management
Voss Wealth Management helps retirees and people nearing retirement create sustainable income and reduce taxes. Its process uses plain-language guidance, income planning, and regular reviews to simplify retirement decisions.
Summary based on the firm’s website.
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.
Voss Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Anthony Voss Control | Sole Member, Cco | Over 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
| Address | 31 Adams Ave., Suite 3c, Endicott, NY 13760 |
| Phone | (607) 444-2234 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$93.9MNo change
Jun '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$93.9Mregulatory AUM
Discretionary $93.9M