# Volkman Wealth Management

Volkman Wealth Management is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** volkmanwealthmanagement.com
- **LinkedIn:** linkedin.com/company/volkman-inc

## Regulatory record

- **CRD number:** 309438
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309438

## About

Volkman Wealth Management launched in 2019 in Dallas, Texas, registering with the SEC as an investment advisor. The firm targets high-net-worth individuals, offering a suite of services that includes portfolio management, financial planning, and retirement strategy. The Dallas-Fort Worth metroplex, one of the country's major loci of private wealth creation, provides significant local tailwinds for an independent RIA. The firm delivers investment management across equity and fixed-income portfolios, emphasizing personalized asset allocation and retirement readiness. While specific holdings are not disclosed, its core service set points to a traditional wealth-management playbook of diversified portfolios and advisory-led planning, the dominant model for RIAs serving the mass-affluent to emerging HNW segment. Geographic focus is concentrated in Texas, with the Dallas headquarters serving as the sole client-service hub based on public record. Team size and client-asset totals are not publicly disclosed. The firm has no known philanthropic vehicles, operating subsidiaries, or networked advisor clubs associated with its public filings. May 2024: The firm's ADV filing remained active, confirming its ongoing registration and compliance posture. As a sub-seven-year-old RIA, Volkman's structural differentiator is its independence in an era of consolidation.

## Questions

### Is Volkman Wealth Management affiliated with a larger financial institution?

No. The firm is independently registered and has no disclosed affiliation with a bank holding company, aggregator platform, or multi-family-office network. This independence is a defining structural feature in a period when many practices of similar vintage join consolidator platforms.

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Last updated: 2026-08-11T02:43:31.692Z

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