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| JOSS Brown Wealth Advisors Group LLC
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|---|---|
| CRD # | 324719 |
| SEC # | 801-127223 |
| CIK # | |
| AUM | 162.4 M (2026-02-05) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 757-903-2127 |
| Address | 1321 Jamestown Road, Suite 201 Williamsburg, VA 23185 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 25.2 |
| (b) Individuals (high net worth individuals) | 69 | 133.1 |
| (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 | 4.1 |
| (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 | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 603 | 162.4 |
| By Discretionary | ||
| Discretionary | 569 | 150.9 |
| Non-Discretionary | 34 | 11.4 |
| Total | 603 | 162.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 162.2 | |
| Total | 603 | 162.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MCS Financial Advisors LLC
✚
|
162.6 M | |
|
Lewinter Wealth Advisors LLC
✚
|
162.5 M | |
|
Savant Investment Advisers Inc
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IL | 162.5 M |
|
Dedicated Capital Advisors LLC
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CA | 162.5 M |
|
Taurus Financial LLC
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|
NJ | 162.5 M |
|
Tempered Investment Management Ltd
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|
162.4 M | |
|
Bestgate Wealth Advisors LLC
✚
|
MD | 162.4 M |
|
Wolfstich Capital LLC
✚
|
MA | 162.1 M |
|
Shepherd Wealth Management Limited Liability Company
✚
|
OH | 162.1 M |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 162.1 M |