Voska Wealth

Overview

Voska Wealth is a privately owned limited liability company organized in California that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients via a percentage-of-AUM schedule and/or fixed fees. Voska Wealth does not identify as an active ESG investor and appears to operate on a state-registered, single-office basis in California. The firm's advisory activities focus on traditional financial planning and portfolio management rather than institutional consulting or capital allocation for external managers. The available information does not list multi-state registration or affiliation with a larger advisory network.

Investments & Alternatives

Location & Offices