Michael Voltz
Voltz Asset Management · Bay Shore, New York
Michael Voltz is a fee-only financial advisor at Voltz Asset Management in Bay Shore, New York. Voltz Asset Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Voltz Asset Management |
|---|---|
| Based in | Bay Shore, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $15M across 27 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1288129 |
| Exams passed | Series 63 (1987) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | vami.co |
How Michael's firm compares
- Voltz Asset Management's average account is about $556,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Michael
Is Michael Voltz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Voltz Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Voltz Asset Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Voltz based?
Michael Voltz is based in Bay Shore, New York.
Is Michael Voltz registered with the SEC?
Yes. Michael Voltz is registered as an investment adviser representative in NY (CRD 1288129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Voltz Asset Management manage?
Voltz Asset Management reports $15M across 27 accounts in assets under management.
How do I contact Michael Voltz?
Through Michael's website, vami.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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