Best Investors Account Sign in
Inactive

Kyle Michael Grisz

Voyage Wealth Management, LLC

Dallas, TX

CRD 7632588

Claim This Profile
Employer firm

Voyage Wealth Management, LLC CRD 323368

$172M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Voyage Wealth Management, Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-21
  • TX RA
    APPROVED
    Since 2022-11-21

Branch Locations

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paratus Financial, Inc. Dallas TX 03/2012 09/2022
Voyage Wealth Management, Llc Dallas TX 10/2022 Present
Other Businesses

Voyage Wealth Management, LLC will provide tax planning and compliance services to customers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21

View on SEC IAPD

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor