VOLKMAN Wealth Management, LLC

Volkman Wealth Management, LLC provides discretionary portfolio management and one‑time or ongoing financial planning primarily for individual and high‑net‑worth clients, managing roughly $72.6 million across about 60 relationships as a solo adviser. The firm documents client objectives and risk tolerance in individualized investment policy statements and monitors accounts on a monthly basis.

The firm employs a blend of analytical methods — including fundamental, quantitative, technical and charting analysis alongside modern portfolio theory — and follows a long‑term trading approach to implement portfolios that reflect each client’s IPS. VWML generally confines recommendations to mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, annuities and non‑U.S. securities and seeks discretionary authority to execute trades on clients’ behalf.

Distinctive disclosures in the brochure note that the firm’s principal maintains outside industry roles as a licensed insurance agent and as a wholesaler for another investment firm, creating affiliations and potential conflicts related to insurance and third‑party products. The brochure also discusses the use and specific risks of ETFs and other instruments that employ derivatives, leverage, or complex strategies, indicating the firm may include derivative‑exposed instruments in client accounts — a practice that is uncommon among independent solo advisers.