Volkman Wealth Management, LLC

Overview

Volkman Wealth Management, LLC operates as an independent, individual-owned registered investment adviser serving households and small businesses. The firm focuses on financial planning and discretionary portfolio management, charging a mix of asset-based fees and fixed fees. Its stated client base is primarily individuals and families, and its practice emphasizes equity exposure as the primary portfolio building block. Volkman Wealth does not identify as an ESG-focused manager and maintains a single-state adviser profile. Investment activity centers on separately managed account strategies with a clear tilt toward exchange-traded equities. The firm pairs those equity allocations with traditional pooled vehicles and insurance products, suggesting a core/satellite approach that blends liquid market exposures with insurance-based solutions for income and planning objectives. Industry affiliations include relationships with other investment advisers and an insurance company, which aligns with the firm’s use of annuities and insurance-wrapped solutions.

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Public Holdings

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Location & Offices