JOSS BROWN WEALTH ADVISORS, LLC
CRD #175481 SEC #801-123438 WILLIAMSBURG, VA 757-903-2127
SEC Registered
Total AUM
$104.6M
Discretionary
$92.9M
Employees
4
Clients
101
Accounts
445
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $104.6M | $92.9M | $11.8M | 4 | 34 |
DateFeb 2022
Total AUM$104.6M
Discretionary$92.9M
Non-Disc.$11.8M
Employees4
Clients34