Overview
Assets Under Management: $357 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 117
Average Client Assets: $3 million
Frequently Asked Questions
JOYCE 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 #325221), JOYCE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JOYCE WEALTH MANAGEMENT, LLC is headquartered in HOUSTON, TX.
JOYCE WEALTH MANAGEMENT, LLC serves 117 high-net-worth clients according to their SEC filing dated March 08, 2024. View client details ↓
According to their SEC Form ADV, JOYCE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
JOYCE WEALTH MANAGEMENT, LLC manages $357 million in client assets according to their SEC filing dated March 08, 2024.
According to their SEC Form ADV, JOYCE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.80
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 875
Discretionary Accounts: 395
Non-Discretionary Accounts: 480
Regulatory Filings
CRD Number: 325221
Last Filing Date: 2024-03-08 00:00:00
Website: https://jdjoyce.com