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JOSS BROWN WEALTH ADVISORS
1321 Jamestown Road, Suite 201
Williamsburg, Virginia 23185
Tel: 757-903-2127
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 $139,322,250 assets under management, offering retirement planning & investment advisory services to 535 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324719 |
| SEC# | 801-127223 |
| Assets Managed by Firm | $139,322,250 |
| No. of Clients | 535 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 535 | $139,322,250 |
| Individuals (other than high net worth individuals) | 61 | $31,328,170 |
| High net worth individuals | 60 | $103,749,363 |
| Pension and profit sharing plans | 1 | $3,327,290 |
| Corporations or other businesses | 1 | $917,427 |
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