Joss Brown Wealth Advisors

RIASEC Registered

Total AUM

$162M

Discretionary

$151M

93% of AUM

Avg account

$269K

Accounts

603

Employees

Advisory reps

Firm details

Headquarters: Williamsburg, Virginia
CRD number: 324719
Registered since: January 20, 2023
Website: www.jossbrown.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.95%
Individuals15.52%
Pension & Profit Sharing Plans2.53%
Other0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Joss Brown Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2023 and acts as a capital allocator for both individual & family clients and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees. The firm does not position itself as an ESG investor and is not a multi‑state or pension consultant adviser.