Brett Josey Wealth Management LLC

Overview

Brett Josey Wealth Management LLC is an independent registered investment adviser focused on high-net-worth individuals and families. Founded as an LLC and SEC-registered in 2022, the firm is owned and led by Brett Josey. Its advisory activity centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees, fixed fees and other fee arrangements, and does not market itself as an ESG-focused manager. Investment activity is concentrated in equities, with the firm showing a clear preference for exchange-traded instruments as the principal vehicle for market exposure. Portfolio construction appears oriented around a core equity sleeve supplemented by credit allocations and other liquid instruments; the firm does not present itself as a multi-state or institutional pension consultant and maintains a relatively compact client roster consistent with a boutique RIA.

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Public Holdings

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Location & Offices