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KG

Kyle M. Grisz

VOYAGE WEALTH MANAGEMENT
Dallas, TX
Some features on this profile are disabled
CRD#: 7632588
KG

Professional summary

Kyle Michael Grisz is a registered financial advisor currently at VOYAGE WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kyle has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Voyage Wealth Management, LLC will provide tax planning and compliance services to customers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Michael Grisz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 21, 2022 - Present

VOYAGE WEALTH MANAGEMENT, LLC

RIA
CRD#: 323368
Dallas, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VOYAGE WEALTH MANAGEMENT, LLC
VOYAGE WEALTH MANAGEMENT, LLC

CRD#: 323368 / SEC#: 801-126898

RIA
Registered Investment Advisory firm - (11/17/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/21/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2022
Uniform Investment Adviser Law Examination

Current Firm

VW
VOYAGE WEALTH MANAGEMENT, LLC
VOYAGE WEALTH MANAGEMENT, LLC

CRD#: 323368 / SEC#: 801-126898

RIA
Registered Investment Advisory firm - (11/17/2022 Approved)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(206) 303-8282
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - VOYAGE WEALTH MANAGEMENT, LLC (2/14/2025)

Regulatory assets under management

Total Number of Accounts150
AUM (Assets Under Management)$ 146,952,161

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VOYAGE WEALTH MANAGEMENT, LLC

CRD#: 323368Dallas, TX

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