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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 11, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| BROWN, KATHERINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Feb 11, 2022 REGISTERED
Notice Filings (3)
FL TX VA
Address
1321 JAMESTOWN ROADSUITE 201
WILLIAMSBURG, VA 23185
United States
Phone: 757-903-2127