BRETT JOSEY WEALTH MANAGEMENT LLC
  • BRETT JOSEY WEALTH MANAGEMENT LLC
  • BRETT JOSEY WEALTH MANAGEMENT INC
  • JOSEY BRETT WEALTH MANAGEMENT INC

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 02/04/2022
Other registrations (2)
Contact Info 318 xxxxxxx
AUM* 142,609,391 21%
of that, discretionary 142,609,391 21%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,417,108 11%
% High Net Worth 56.52% -6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

143M 122M 102M 81M 61M 41M 20M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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