Voska Wealth

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Rancho Cordova, California
CRD number
341574
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Joseph Voska

    Joseph Voska

    Founder and CCOCRD 8240993

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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