Voska Wealth
Firm details
- Headquarters
- Rancho Cordova, California
- CRD number
- 341574
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Voska Wealth is organized as a limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees for its advisory work. Public records do not list an SEC registration year, and the adviser is not identified as a capital allocator. Voska Wealth is not flagged as an active ESG investor and is not designated as a multi-state adviser; it also is not described as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Joseph Voska
Founder and CCOCRD 8240993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rancho Cordova, CA
Sacramento
Location
Rancho Cordova, CA
Headquartered in Rancho Cordova, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 2934 Gold Pan Ct
- Time zone
- PT (UTC-8)
- Office locations
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