BRETT JOSEY WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$142,609,391
Discretionary
$142,609,391
Non-discretionary
$0
Firm details
- CRD number
- 107870
- SEC file number
- 801-123172
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.