Joss Brown Wealth Advisors Group LLC
● SEC registered since 2023CRD 324719SEC# 801-127223Williamsburg, VA
Reg. AUM
$162.4M
Employees
5
Accounts
603
Location
Williamsburg, VA
Joss Brown Wealth Advisors Group LLC assets under management
Joss Brown Wealth Advisors Group LLC is a registered investment adviser overseen by the SEC based in Williamsburg, VA. The firm has been registered since 2023. It reports $162.4 million in regulatory assets under management and employs 5 people.
Joss Brown Wealth Advisors Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Dryden Joss Control | Managing Member | 50-75% | 2022 |
| Katherine Lynette Brown Control | Managing Member And Chief Compliance Officer | 25-50% | 2022 |
Frequently asked questions
How much does Joss Brown Wealth Advisors Group LLC manage?
Joss Brown Wealth Advisors Group LLC reports $162.4 million in regulatory assets under management on its Form ADV.
How many employees does Joss Brown Wealth Advisors Group LLC have?
Joss Brown Wealth Advisors Group LLC reports 5 employees.
Where is Joss Brown Wealth Advisors Group LLC located?
Joss Brown Wealth Advisors Group LLC is based in Williamsburg, VA and has been SEC-registered since 2023.
Does Joss Brown Wealth Advisors Group LLC disclose fund performance?
Joss Brown Wealth Advisors Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 |
| Phone | 757-903-2127 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.4M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$162.4Mregulatory AUM
Discretionary $150.9MNon-discretionary $11.4M