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JOYCE WEALTH MANAGEMENT, LLC
7880 San Felipe
Suite 115
Houston, Texas 77063
Tel: 713-714-8500
About JOYCE WEALTH MANAGEMENT, LLC
JOYCE WEALTH MANAGEMENT, LLC, formally registered with the SEC as JOYCE WEALTH MANAGEMENT, LLC. The firm was established in 03/07/2023. They have over 1 offices throughout the country.
JOYCE WEALTH MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $356,824,474 assets under management, offering retirement planning & investment advisory services to 875 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325221 |
| SEC# | 801-127428 |
| Assets Managed by Firm | $356,824,474 |
| No. of Clients | 875 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 875 | $356,824,474 |
| Individuals (other than high net worth individuals) | 76 | $35,413,347 |
| High net worth individuals | 123 | $304,567,021 |
| Charitable organizations | 8 | $15,654,663 |
| Corporations or other businesses | Fewer than 5 clients | $1,109,129 |
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