Voyage Wealth Management LLC

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Client assets under management

$22,554,872

Clients

36% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$902,195

About

Voyage Wealth Management primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management alongside comprehensive financial planning and consulting on topics such as retirement, taxes, insurance, education funding and estate matters. Advice is delivered through consultations and documented Investment Policy Statements tailored to each client’s goals and risk tolerances.

The firm typically constructs portfolios that rely primarily on exchange-traded funds and applies a combination of fundamental and technical analysis in security selection. Voyage accepts discretionary trading authority to implement client strategies, performs periodic account reviews, and completes and delivers financial plans within a defined timeframe (30 days as stated in the brochure).

Voyage is a small, two-advisor firm managing about $22.6 million for roughly 25 clients, producing a relatively high average asset per client compared with many peers. The firm’s principal holds a CFP® designation and acts as the owner and compliance officer; Voyage maintains a single custodial relationship that provides soft-dollar research and operational support, and it does not vote client proxies (clients receive proxy materials directly).

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fee between $2,500 and $3,500 for comprehensive financial planning

Percentage

Below $1,000,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000+: Negotiable

Project-based

$195 per hour for financial planning modules

Other

Account minimum: $250,000 Fee-only: Hourly fee of $195 per hour for individual financial planning modules; flat fee ranging from $2,500 to $3,500 for comprehensive financial planning

Main office location

Voyage Wealth Management LLC

Lenexa KS, United States

Number of offices

Most active in

Kansas · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 510-384-5127

Advisors at this firm

Paul W

CFP®, Series 63, Series 65

Lenexa, KS

Voyage Wealth Management LLC

Paul Witwer is a CFP® professional with 18 years of industry experience, currently serving at Voyage Wealth Management LLC since 2013. He holds Series 63 and Series 65 licenses and operates out of Lenexa, KS. Voyage Wealth Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management along with comprehensive financial planning and consulting. The firm focuses on portfolios mainly composed of exchange-traded funds, using both fundamental and technical analysis to guide security selection.

General retirement planning College savings (529s, UTMA, etc.)

Mary W

Series 63, Series 65

Lenexa, KS

Voyage Wealth Management LLC

Mary Witwer is a financial advisor at Voyage Wealth Management LLC in Lenexa, KS, with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Voyage Wealth Management since 2017, following 16 years as a self-employed professional. Voyage Wealth Management primarily serves individual and high-net-worth clients, providing discretionary portfolio management alongside comprehensive financial planning and consulting on retirement, taxes, insurance, education funding, and estate matters. The firm typically constructs portfolios using exchange-traded funds and applies both fundamental and technical analysis in security selection.

General retirement planning College savings (529s, UTMA, etc.)

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