Brett Josey Wealth Management LLC
● SEC registered since 2022CRD 107870SEC# 801-123172
Reg. AUM
$142.6M
Employees
2
Accounts
59
Location
—
Brett Josey Wealth Management LLC assets under management
Brett Josey Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $142.6 million in regulatory assets under management and employs 2 people.
Brett Josey Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Benson Josey Control | President/Manager/Chief Compliance Officer(as Of 06/15/2004) | Over 75% | 1997 |
Frequently asked questions
How much does Brett Josey Wealth Management LLC manage?
Brett Josey Wealth Management LLC reports $142.6 million in regulatory assets under management on its Form ADV.
How many employees does Brett Josey Wealth Management LLC have?
Brett Josey Wealth Management LLC reports 2 employees.
Does Brett Josey Wealth Management LLC disclose fund performance?
Brett Josey Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 3184692830 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.6M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$142.6Mregulatory AUM
Discretionary $142.6M