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Building 2VOYAGE WEALTH MANAGEMENT, LLC

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Phone206-303-8282
NotebookSEC #801-126898
Total AUM
$171.5M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
206-303-8282

ReceiptFinancials

Total AUM
$171.5M
Accounts
189
Discretionary
$139.9M
Accounts
166
Non-Discretionary
$31.6M
Accounts
23

ContactClients

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Individual Clients
9
AUM
$3.5M
HNW Individual Clients
40
AUM
$168M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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