ENDICOTT, NYCRD 338916Registration Status: ApprovedEffective since April 14, 2026Latest ADV June 3, 2026
Voss Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Endicott, NY. Its latest Form ADV filing, dated June 3, 2026, reports $94M in regulatory assets under management, 1 employee, 3 offices, and 148 accounts.
Assets Under Management
$94M
Employees
1
Offices
3 offices
Total Clients
69
Primary office
ENDICOTT, NY
31 ADAMS AVE., SUITE 3C, ENDICOTT, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
46
2
HNWI
33.3%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of June 3, 2026
Discretionary100.0%
$94M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$94M
Total Accounts148
10Y AUM Change+$94M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee69:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.