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Building 2JOYCE WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-714-8500
NotebookSEC #801-127428
Total AUM
$483.1M
Employees
3
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7880 SAN FELIPE
SUITE 115
HOUSTON
TX 77063
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Phone
713-714-8500

ReceiptFinancials

Total AUM
$483.1M
Accounts
949
Discretionary
$363M
Accounts
428
Non-Discretionary
$120.1M
Accounts
521

ContactClients

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Individual Clients
51
AUM
$23.8M
HNW Individual Clients
134
AUM
$434.5M
Charitable Organization Clients
8
AUM
$22.6M
Corporation or Business Clients
1
AUM
$2.2M
Other Clients
1
AUM
$90K
Description of Other Clients
INVESTMENT CLUB

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANETX

HandshakeAffiliates

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

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