Voska Wealth

Overview

Voska Wealth is organized as a limited liability company and is individually owned. Its stated advisory activities focus on financial planning and portfolio management for individuals and small-business clients. The firm charges clients via a mix of AUM-based fees and fixed fees rather than commission-based arrangements. According to the snapshot details, Voska Wealth does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It also does not list pension consulting or related-adviser relationships as part of its service mix. The SEC registration year is not provided and the firm’s classification is recorded as unclassified.

Assets & Accounts

Location & Offices