Voltz Asset Management Inc.

Overview

Voltz Asset Management Inc. is a small, independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management, including small-business owners. The firm is owner-operated and uses a fee model built around hourly charges and fixed fees rather than asset-based or commission arrangements. Voltz concentrates on equity-oriented portfolios and emphasizes liquid, exchange-traded instruments alongside select mutual fund allocations. It does not present itself as an ESG-focused manager and is not positioned as a multi-state advisory platform. Service delivery centers on customized planning and direct portfolio oversight: financial planning work is paired with discretionary management for clients who prefer hands-on delegation. The firm’s setup and fee approach indicate a boutique advisory practice that emphasizes tailored advice and predictable billing for a limited client base.

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Public Holdings

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Location & Offices