VOSS WEALTH MANAGEMENT LLC

VOSS WEALTH MANAGEMENT LLC of ENDICOTT, NY is an SEC-registered investment adviser (CRD 338916). Regulatory assets under management: $93.9M.

Registration

• CRD: 338916
• SEC file number: 801-135694
• Type: Registered investment adviser
• Location: 31 ADAMS AVE., SUITE 3C, ENDICOTT, NY, 13760
• Phone: (607) 444-2234
• Latest filing: 2026-06-03
• Regulatory AUM: $93.9M
• Discretionary AUM: $93.9M
• Clients: 1
• Accounts: 148

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338916 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search