Voyage Wealth Management, LLC

Overview

Voyage Wealth Management, LLC is a small, owner-operated SEC-registered RIA that provides fee-based portfolio management for individuals, families and small businesses. The firm is set up as a limited liability company and is listed as an accountant by profession, which suggests tax-aware planning is part of its advisory posture. Voyage positions itself as a capital allocator and typically selects third‑party managers to implement portions of client portfolios rather than running large proprietary strategies in-house. Investment activity is concentrated in pooled public funds: mutual funds and similar vehicles make up the largest portion of assets under management. At the same time, the firm formally lists the use of external alternative investment managers, indicating it sources non‑public strategies through outside specialists when appropriate for client objectives. Voyage does not identify as an active ESG investor and operates from a single state jurisdiction.

Assets & Accounts

Investments & Alternatives

Location & Offices