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JOSS BROWN WEALTH ADVISORS

1321 Jamestown Road, Suite 201
Williamsburg, Virginia 23185
Tel: 757-903-2127

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About JOSS BROWN WEALTH ADVISORS

JOSS BROWN WEALTH ADVISORS, formally registered with the SEC as JOSS BROWN WEALTH ADVISORS. The firm was established in 01/20/2023. They have over 2 offices throughout the country.

JOSS BROWN WEALTH ADVISORS is a Williamsburg, Virginia based Financial Planning firm with nearly $110,986,272 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#324719
SEC#801-127223
Assets Managed by Firm$110,986,272
No. of Clients455
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total455$110,986,272
Individuals (other than high net worth individuals)65$34,202,510
High net worth individuals37$73,743,786
Pension and profit sharing plans1$3,039,976

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