1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BRETT JOSEY WEALTH MANAGEMENT LLC

Map pin
Phone3184692830
NotebookSEC #801-123172
Total AUM
$142.6M
Employees
2
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
3184692830

ReceiptFinancials

Total AUM
$142.6M
Accounts
59
Discretionary
$142.6M
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
10
AUM
$15.2M
HNW Individual Clients
13
AUM
$127.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIABLE

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account