VOYAGE WEALTH MANAGEMENT, LLC
CRD 323368 · SEC 801-126898
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
TX, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.5M
Discretionary AUM
$139.9M
Team
2 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.5M |
| High net worth individuals | 40 | $168.0M |
States served
TX
Official SEC filing: View on IAPD