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| Happy Holidays!! thanks for using AUM13F!! |
| Joyce Wealth Management LLC
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| CRD # | 325221 |
| SEC # | 801-127428 |
| CIK # | |
| AUM | $420.0 M (2025-06-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 713-714-8500 |
| Address | 7880 San Felipe Houston, TX 77063 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 37.5 |
| (b) Individuals (high net worth individuals) | 117 | 360.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 19.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.4 |
| (n) Other | 0 | 0.1 |
| Total | 951 | 420.0 |
| By Discretionary | ||
| Discretionary | 403 | 311.9 |
| Non-Discretionary | 548 | 108.1 |
| Total | 951 | 420.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.0 | |
| Total | 951 | 420.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Go Invest LLC
✚
|
UT | 0.4 |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Astoria Strategic Wealth Inc
✚
|
0.4 | |
|
Laurus Global Equity Management Inc
✚
|
0.4 | |
|
Balanced Wealth Group LLC
✚
|
OH | 0.4 |
|
SMH Capital Advisors LLC
✚
|
TX | 0.4 |
|
The Pines Wealth Management LLC
✚
|
NC | 0.4 |
|
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |
|
Sindia Capital Advisers LLC
✚
|
NJ | 0.4 |
|
Bowman & Company SC
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|
WI | 0.4 |