$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-18-2013
- Office Locations
- 1
Office Locations
-- Lenexa KS
About Voyage Wealth Management LLC
Voyage Wealth Management, LLC is a Lenexa, KS registered investment adviser serving retail clients with financial planning, portfolio construction/asset management, and tax, estate, and insurance planning. The firm’s discretionary SMA allocations are ETF-centric, complemented by U.S. government/agency bonds and cash, and it works with major custodians such as Charles Schwab.
Team overview
-- AVG AGE
$11.3M AVG AUM / ADVISOR
$902.2K AVG AUM / CLIENT
11 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL GORDON WITWER
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2590207
- Ownership
- 75% or more
Available
Available
Available
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M
MARY T WITWER
--
- CRD
- #2189059
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,554,872 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,554,872 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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