Investment adviser · CRD 149574

VOLOMITE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

LEXINGTON, KY, United States · Form ADV filed May 15, 2013

Regulatory AUM
$150M
Form ADV · Item 5.F
Client accounts
33
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 15, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

250 W. MAIN STREET, SUITE 1910
LEXINGTON, KY, 40507, United States

CRD 149574

Filing source

Form ADV 737578 · May 15, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.