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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 2
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 |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| JOSS, DANIEL, DRYDEN | I | MANAGING MEMBER | D | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BROWN, KATHERINE, LYNETTE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (5)
FL NC TX VA VI
Address
1321 JAMESTOWN ROAD, SUITE 201WILLIAMSBURG, VA 23185
United States
Phone: 757-903-2127