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Volt Wealth Management, LLC (San Diego)


Volt Wealth Management, LLC is an adviser based in San Diego. It manages $37.25 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Washington.

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Volt Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Volt Wealth Management: assets under management

The assets under management (AUM) of Volt Wealth Management, LLC is $37.25 million. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.95 million in discretionary accounts and $31.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15.65 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Volt Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Volt Wealth Management, LLC performs its advisory services is located at 750 B Street, San Diego, CA 92101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-850-5952 or by fax NONE. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at voltwealth.com.


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