CRD: 309438
Volkman Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-16-2020
- Office Locations
- 1
Office Locations
About Volkman Wealth Management, LLC
Volkman Wealth Management is a Dallas-based, CFP-led RIA providing fiduciary financial planning and customized portfolio management for clients seeking an independent alternative to big-bank advice. Core work spans retirement planning, tax-aware investment strategy, estate planning, and small business/business succession planning, implemented primarily with ETFs and mutual funds. Custody is with Charles Schwab.
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Owner & Executives
TODD ALAN VOLKMAN
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, Managing Member
- CRD
- #2418487
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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