Voyage Wealth Management, LLC
● SEC registered since 2022CRD 323368SEC# 801-126898
Reg. AUM
$171.5M
Employees
2
Accounts
189
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 $171.5 million in regulatory assets under management and employs 2 people.
Voyage Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Michael Grisz Control | Managing Member & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Voyage Wealth Management, LLC manage?
Voyage Wealth Management, LLC reports $171.5 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
| Phone | 206-303-8282 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.5M▲ 66%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$171.5Mregulatory AUM
Discretionary $139.9MNon-discretionary $31.6M