JOSS BROWN WEALTH ADVISORS GROUP LLC
Doing business as JOSS BROWN WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$162,360,605
Discretionary
$150,924,535
Non-discretionary
$11,436,070
Firm details
- CRD number
- 324719
- SEC file number
- 801-127223
- Main office
- WILLIAMSBURG, VA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.