Voss Wealth Management

Overview

Voss Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on advising individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes asset-based charges as well as fixed-fee arrangements. Voss is not positioned as a capital allocator or pension consultant, does not market itself as an active ESG investor, and is not registered as a multi-state adviser. The firm registered with the SEC in 2026 and operates under a straightforward retail/advisory model rather than serving as a fund sponsor or multi-adviser platform. Advisory activity centers on personalized planning and portfolio oversight rather than institutional or large-scale intermediary services.

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Location & Offices