VOSS WEALTH MANAGEMENT
Firm details
- Headquarters
- Endicott, New York
- CRD number
- 338916
- Registered since
- April 14, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.11%
- Individuals25.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Voss Wealth Management is an independent, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its advisory model blends percentage-of-AUM and fixed-fee billing. The firm does not market itself as an ESG investor, is not a capital allocator, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Contacts
1 of 1BRIAN VOSS
FounderCRD 4599415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Endicott, NY
BROOME
Location
Endicott, NY
Headquartered in Endicott, NY, in the Northeast of the United States.
- Region
- Northeast
- County
- BROOME
- Address
- 31 Adams Ave
- Time zone
- ET (UTC-5)
- Office locations
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