RIA Intelligence

VOLT WEALTH MANAGEMENT, LLC

CRD #152837 SEC #801-71052 SAN DIEGO, CA 619-850-5952
SEC Registered
Total AUM
$37.3M
Discretionary
$6M
Employees
1
Clients
0
Accounts
38

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 1, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRACEY, PAULIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
MEYERS, GRIFFIN, GEORGEIMANAGING MEMBERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
TRACEY, PAUL, (NMN)IMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
May 1, 2012 REGISTERED

Notice Filings (2)

CA WA

Address

750 B STREET
SUITE 3300
SAN DIEGO, CA 92101
United States
Phone: 619-850-5952