Joyce Wealth Management, LLC
● SEC registered since 2023CRD 325221SEC# 801-127428Houston, TX
Reg. AUM
$483.1M
Employees
3
Accounts
949
Location
Houston, TX
Joyce Wealth Management, LLC assets under management
Joyce Wealth Management, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2023. It reports $483.1 million in regulatory assets under management and employs 3 people.
Joyce Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John David Joyce Control | Managing Member And President | Over 75% | 2023 |
| Katherine Tucker Letsos Control | Chief Operations Officer & Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Joyce Wealth Management, LLC manage?
Joyce Wealth Management, LLC reports $483.1 million in regulatory assets under management on its Form ADV.
How many employees does Joyce Wealth Management, LLC have?
Joyce Wealth Management, LLC reports 3 employees.
Where is Joyce Wealth Management, LLC located?
Joyce Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2023.
Does Joyce Wealth Management, LLC disclose fund performance?
Joyce Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7880 San Felipe, Suite 115, Houston, TX 77063 |
| Phone | 713-714-8500 |
| Fax | 713-714-8505 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$483.1M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$483.1Mregulatory AUM
Discretionary $363MNon-discretionary $120.1M