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VOLT EQUITY LLC

SAN FRANCISCO, CA · CRD 310402 · IAPD ↗ · 415-993-8658

$10.3MRegulatory AUM
1Advisory reps
3Employees
1Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
June 2024 — VOLT EQUITY LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.