V
$93.9M Total AUM
$93.9M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2026
- Office Locations
- 1
Office Locations
31 Adams Ave., Suite 3C Endicott NY
About Voss Wealth Management
Voss Wealth Management is a Endicott-based RIA. The firm has been operating for 0 years. Managing $93.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Tiaa.
Team overview
43 AVG AGE
$93.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
BRIAN ANTHONY VOSS
Chief Compliance Officer
- CRD
- #4599415
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,900,636 | $634,464 |
| Non-Discretionary | $0 | -- |
| Total | $93,900,636 | $634,464 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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