Volk Financial LLC
Volk Financial LLC is an SEC-registered mass-market adviser with $116.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Volk Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311679, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $116.5M (2026-05-14)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 176
- CRD
- 311679
- Ownership
- VOLK, KIMBERLY, LYNN
How much AUM does Volk Financial LLC have?
Volk Financial LLC reported $116.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Volk Financial LLC?
Disclosed owners and executives of Volk Financial LLC include VOLK, KIMBERLY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.