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JOSS BROWN WEALTH ADVISORS
JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD 324719 · SEC 801-127223
1321 JAMESTOWN ROAD, SUITE 201, WILLIAMSBURG, VA, 23185, United States
Phone
757-903-2127
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.4M
Discretionary AUM
$150.9M
Team
5 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $25.2M |
| High net worth individuals | 69 | $133.1M |
| Pension/profit sharing plans | 1 | $4.1M |
States served
NC, VA, VI, TX, FL
All web addresses on file
- https://www.youtube.com/ @Joss_Brown_Wealth_Advisors
- http://www.jossbrown.com
- https://www.linkedin.com/ company/joss-brown-wealthadvisors
- https://www.facebook.com/ people/Joss-Brown-Wealth- Advisors
- https://www.buzzsprout.com/2398127
- https://linkspreneurs.com/business-directory/6769/joss-brown-wealth-advisors/
- https://podcasts.apple.com/us/podcast/joss-brown-podcast/id1764954197
- https://open.spotify.com/show/2dH1hJzyWZvpN95CdGo3K7
Official SEC filing: View on IAPD