JOSS BROWN WEALTH ADVISORS GROUP LLC
Legal name: JOSS BROWN WEALTH ADVISORS
CRD #324719 SEC #801-127223 WILLIAMSBURG, VA 757-903-2127
SEC Registered
Total AUM
$139.3M
Discretionary
$120.7M
Employees
5
Clients
101
Accounts
535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $139.3M | $120.7M | $18.6M | 5 | 11 |
| Oct 2025 | $139.3M | $120.7M | $18.6M | 5 | 11 |
| Apr 2025 | $139.3M | $120.7M | $18.6M | 5 | 11 |
| Jan 2025 | $139.3M | $120.7M | $18.6M | 5 | 11 |
| Sep 2024 | $115.7M | $97.1M | $18.6M | 5 | 18 |
| Feb 2024 | $115.7M | $97.1M | $18.6M | 5 | 18 |
| Apr 2023 | $111M | $95.1M | $15.8M | 4 | 0 |
| Apr 2023 | $111M | $95.1M | $15.8M | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$139.3M
Discretionary$120.7M
Non-Disc.$18.6M
Employees5
Clients11
DateOct 2025
Total AUM$139.3M
Discretionary$120.7M
Non-Disc.$18.6M
Employees5
Clients11
DateApr 2025
Total AUM$139.3M
Discretionary$120.7M
Non-Disc.$18.6M
Employees5
Clients11
DateJan 2025
Total AUM$139.3M
Discretionary$120.7M
Non-Disc.$18.6M
Employees5
Clients11
DateSep 2024
Total AUM$115.7M
Discretionary$97.1M
Non-Disc.$18.6M
Employees5
Clients18
DateFeb 2024
Total AUM$115.7M
Discretionary$97.1M
Non-Disc.$18.6M
Employees5
Clients18
DateApr 2023
Total AUM$111M
Discretionary$95.1M
Non-Disc.$15.8M
Employees4
Clients0
DateApr 2023
Total AUM$111M
Discretionary$95.1M
Non-Disc.$15.8M
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0