V
$171.5M Total AUM
$139.9M Disc. AUM
14.7% 3Y CAGR
2 Employees
53 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2022
- Office Locations
- 1
Office Locations
-- Dallas TX
About Voyage Wealth Management, LLC
Voyage Wealth Management, LLC is a Dallas-based RIA. The firm has been operating for 3 years. Managing $171.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$171.5M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Kyle Michael Grisz
Director, Managing Director
- CRD
- #7632588
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,868,841 | $842,583 |
| Non-Discretionary | $31,639,339 | $1,375,623 |
| Total | $171,508,180 | $907,451 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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