Voleon Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Berkeley, California
CRD number
332480
Registered since
February 4, 2025
Website
voleon.com

Firm profile

FINTRX

Overview

Voleon Securities is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. Publicly available snapshot data classifies the firm as unclassified and indicates it does not operate as a multi-state adviser or as a newly formed adviser. The record also notes the firm does not serve as a capital allocator and is not flagged as a pension consultant or related adviser. The firm provides very limited public detail about its advisory activities, client base, fee arrangements or investment strategies; those fields are blank in the source record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 8
  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • Simon Spenser

    Securities TraderCRD 2513928

  • Yulia Kalk

    Yulia Kalk

    Outsourced CCOCRD 2612028

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Berkeley, CA

Alameda

Location

Berkeley, CA

Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Alameda
Address
1919 Shattuck Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth