Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 14
Average Client Assets: $8 million
Frequently Asked Questions
BRETT JOSEY WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107870), BRETT JOSEY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
BRETT JOSEY WEALTH MANAGEMENT LLC serves 14 high-net-worth clients according to their SEC filing dated January 06, 2025. View client details ↓
According to their SEC Form ADV, BRETT JOSEY WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRETT JOSEY WEALTH MANAGEMENT LLC manages $128 million in client assets according to their SEC filing dated January 06, 2025.
According to their SEC Form ADV, BRETT JOSEY WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.67
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 53
Discretionary Accounts: 53
Regulatory Filings
CRD Number: 107870
Last Filing Date: 2025-01-06 00:00:00
Website: https://gmail.com