# Voss Wealth Management

> Voss Wealth Management is an SEC-registered investment advisory firm in Endicott, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 338916
- Filed as: VOSS WEALTH MANAGEMENT
- Legal name: Voss Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Endicott, NY
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338916
- AdvisorCensus page: https://advisorcensus.com/firm/voss-wealth-management-endicott-ny-338916

## Quick answers

**How is Voss Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Voss Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Voss Wealth Management located?**
Voss Wealth Management's principal office is in Endicott, NY, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Voss Wealth Management registered with the SEC or a state?**
Voss Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338916.

**How much does Voss Wealth Management manage?**
Voss Wealth Management reports $93,900,636 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**What types of clients does Voss Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (23).

**Which custodians does Voss Wealth Management use?**
Voss Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Voss Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338916

**Does Voss Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 3, 2026 says: "Adviser generally provides its services to individuals and high-net-worth individuals. Adviser does not require a minimum account value to open or maintain an account."

**What changed in Voss Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $93,900,636.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Account minimum: None

> Adviser generally provides its services to individuals and high-net-worth individuals. Adviser does not require a minimum account value to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $93,900,636
- Discretionary: $93,900,636
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $24,315,506 |
| High net worth individuals | 23 | $69,585,130 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NH, NY, PA, SC, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Norwich, NY

### Websites listed on Form ADV (Item 1.I)
- vosswealth.com

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $93,900,636.

### June 2026
- Added an office in Norwich, NY.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Voss Wealth Management (CRD 338916): Form ADV filing data as of October 2026.