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RIA / WealthAdvisorCertified Financial Planner31 years in industry

PAUL GORDON WITWER

Advisor at VOYAGE WEALTH MANAGEMENT LLC

LENEXA, KS

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Search this name across graphsid dfx:ria:0db984eb-4e3f-ffc0-9a15-1197592e9698

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 6, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VOYAGE WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 24, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 24, 1995
First registration: Nov 6, 2002
Dual registered: no
IAPD individual key: 2590207

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VOYAGE WEALTH MANAGEMENT LLC	State registered	Jul 18, 2013	n/a	yes	LENEXA, KS	Current employment
BELL INVESTMENT ADVISORS INC	Independent wealth	May 3, 2006	Apr 22, 2009	no	ORINDA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 23, 2004	Feb 28, 2006	no	OAKLAND, CA\|OAKLAND, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 9, 2003	Aug 11, 2004	no	OAKLAND, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 6, 2002	Sep 2, 2003	no	OAKLAND, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BELL INVESTMENT ADVISORS INC	VOYAGE WEALTH MANAGEMENT LLC	Apr 22, 2009	Jul 18, 2013	1,548	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BELL INVESTMENT ADVISORS INC	Feb 28, 2006	May 3, 2006	64	Firm change	Other
CHARLES SCHWAB & CO., INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 11, 2004	Jul 23, 2004	-19	Firm change	Ibd to wirehouse
MORGAN STANLEY DW INC.	CHARLES SCHWAB & CO., INC.	Sep 2, 2003	Oct 9, 2003	37	Firm change	Other

Relationships

Registered with (5)

→ VOYAGE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 18, 2013 to presentfactForm ADV
→ BELL INVESTMENT ADVISORS INCRegistered adviserregistration: previous registration
May 3, 2006 to Apr 22, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 23, 2004 to Feb 28, 2006factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 9, 2003 to Aug 11, 2004factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 6, 2002 to Sep 2, 2003factForm ADV

Dated events

No dated event names this entity yet.