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| Happy Holidays!! thanks for using AUM13F!! |
| JOSS Brown Wealth Advisors Group LLC
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|---|---|
| CRD # | 324719 |
| SEC # | 801-127223 |
| CIK # | |
| AUM | $139.3 M (2025-04-29) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 757-903-2127 |
| Address | 1321 Jamestown Road, Suite 201 Williamsburg, VA 23185 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 31.3 |
| (b) Individuals (high net worth individuals) | 60 | 103.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 139.3 |
| By Discretionary | ||
| Discretionary | 474 | 120.7 |
| Non-Discretionary | 61 | 18.6 |
| Total | 535 | 139.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.3 | |
| Total | 535 | 139.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intentional Wealth Strategies
✚
|
CO | 0.1 |
|
Cedar Spring Advisors LLC
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|
0.1 | |
|
Castleton Partners LLC
✚
|
0.1 | |
|
Dimensions Wealth Management LLC
✚
|
CA | 0.1 |
|
Hershey Financial Advisers LLC
✚
|
PA | 0.1 |
|
Arbor Private Wealth LLC
✚
|
VA | 0.1 |
|
Indelible Wealth Group LLC
✚
|
0.1 | |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
Steven Feldstein & Associates
✚
|
0.1 | |
|
White Sand Wealth Management LLC
✚
|
MO | 0.1 |