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Kyle Michael Grisz

Voyage Wealth Management, LLC

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About Kyle Michael Grisz

Kyle Grisz is an investment advisor representative associated with Voyage Wealth Management, LLC. Kyle has been in the industry since 2012 and has focused on providing financial advice to individuals and high-net-worth individuals. Voyage Wealth Management, LLC specializes in providing investment advice and financial planning services to individuals and businesses. The firm manages over $146 million in assets and has a team of experienced professionals dedicated to helping clients achieve their financial goals.

Firm Information

Kyle Grisz is currently registered with Voyage Wealth Management, LLC. Voyage Wealth Management, LLC is an investment advisor with regulatory assets under management (AUM) of $146,952,161. The firm provides portfolio management for individuals and selection of other advisors, and serves high-net-worth individuals and individuals other than high-net-worth.

$146.95M

Assets Under Management

6

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Kyle Grisz’s Registration & Firm History

TX

11/21/2022 - Present

Voyage Wealth Management, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 11/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Michael Grisz.
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