Investment adviser · CRD 175481
JOSS BROWN WEALTH ADVISORS, LLC
Investment adviser filing (IA)
WILLIAMSBURG, VA, United States · Form ADV filed Feb 11, 2022
- Regulatory AUM
- $105M Form ADV · Item 5.F
- Client accounts
- 445 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 85 | $53,136,755 | 50.8% |
| High-net-worth individuals | 14 | $48,443,616 | 46.3% |
| Retirement plans | 1 | $3,045,739 | 2.9% |
Filing source
Form ADV 1596556 · Feb 11, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1321 JAMESTOWN ROAD, SUITE 201WILLIAMSBURG, VA, 23185, United States
CRD 175481
Filing source
Form ADV 1596556 · Feb 11, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.