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| Keyboard |
| Voss Wealth Management LLC
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|---|---|
| CRD # | 338916 |
| SEC # | 801-135694 |
| CIK # | |
| AUM | 93.9 M (2026-06-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 607-444-2234 |
| Address | 31 Adams Ave, Suite 3C Endicott, NY 13760 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 24.3 |
| (b) Individuals (high net worth individuals) | 23 | 69.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 148 | 93.9 |
| By Discretionary | ||
| Discretionary | 148 | 93.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 148 | 93.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.9 | |
| Total | 148 | 93.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Design Private Wealth LLC
✚
|
NH | 96.0 M |
|
Lyon Capital Management LLC
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|
NY | 94.8 M |
|
Lion Capital Advisors LLC
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FL | 94.8 M |
|
Sebetic Advisors LLC
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|
Bayridge Financial Group Inc
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|
NY | 94.2 M |
|
Walnut Investment Services LLC
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|
NY | 94.0 M |
|
Tweddell Goldberg LLC
✚
|
93.6 M | |
|
Thinking Big Financial Inc
✚
|
NY | 93.0 M |
|
Peak Financial Planning LLC
✚
|
CA | 93.0 M |
|
Family Partners Capital LLC
✚
|
MA | 92.3 M |