Voleon Securities
Firm details
- Headquarters
- Berkeley, California
- CRD number
- 332480
- Registered since
- February 4, 2025
- Website
- voleon.com
Firm profile
FINTRXOverview
Voleon Securities is a limited liability company that registered with the SEC in 2025. Publicly disclosed firm-level detail is limited: the entity is listed as owned by a combination of a domestic entity and an individual and is categorized as “unclassified.” The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not flagged as a multistate adviser. No fee model, advisory activities, or client segments were provided in the source data.
Assets & Accounts
Investments & Alternatives
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
3 of 8
Christopher Meyers
Financial and Operations PrincipalCRD 6122487
Simon Spenser
Securities TraderCRD 2513928
Yulia Kalk
Outsourced CCOCRD 2612028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Berkeley, CA
Alameda
Location
Berkeley, CA
Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1919 Shattuck Ave
- Time zone
- PT (UTC-8)
- Office locations
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