# Voyage Wealth Management, LLC

> Voyage Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 323368
- Filed as: VOYAGE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323368
- AdvisorCensus page: https://advisorcensus.com/firm/voyage-wealth-management-llc-323368

## Quick answers

**How is Voyage Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Voyage Wealth Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does Voyage Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Flat fee: $4,000 to $30,000 a year (Portfolio Management & Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Voyage Wealth Management, LLC registered with the SEC or a state?**
Voyage Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323368.

**How much does Voyage Wealth Management, LLC manage?**
Voyage Wealth Management, LLC reports $171,508,180 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (82% discretionary).

**How have Voyage Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Voyage Wealth Management, LLC: Regulatory assets under management: $115,000,000 in the October 2023 data and $171,508,180 in the October 2026 data, up 49%. Total employees: 1 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Voyage Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (9).

**Which custodians does Voyage Wealth Management, LLC use?**
Voyage Wealth Management, LLC'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 Voyage Wealth Management, LLC 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/323368

**Does Voyage Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "There is no account minimum for any of Voyage Wealth Management, LLC’s services."

**What changed in Voyage Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $146,952,161 to $171,508,180 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> There is no account minimum for any of Voyage Wealth Management, LLC’s services.

- Flat fee: $4,000 to $30,000 a year (Portfolio Management & Financial Planning)

> The amount of the Portfolio Management & Financial Planning fee is a fixed fee, generally ranging from $4,000 and $30,000 per year.

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: $171,508,180
- Discretionary: $139,868,841
- Non-discretionary: $31,639,339

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,514,450 |
| High net worth individuals | 40 | $167,993,730 |
| 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)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $115,000,000 | 1 | March 16, 2023 |
| October 2024 | $103,412,736 | 2 | March 7, 2024 |
| October 2025 | $146,952,161 | 2 | February 14, 2025 |
| October 2026 | $171,508,180 | 2 | March 6, 2026 |

Regulatory assets under management: $115,000,000 in the October 2023 data and $171,508,180 in the October 2026 data, up 49%.
Total employees: 1 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $146,952,161 to $171,508,180 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Voyage Wealth Management, LLC (CRD 323368): Form ADV filing data as of October 2026.