JOYCE WEALTH MANAGEMENT, LLC
CRD #325221 SEC #801-127428 HOUSTON, TX 713-714-8500
SEC Registered
Total AUM
$420M
Discretionary
$311.9M
Employees
3
Clients
0
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $420M | $311.9M | $108.1M | 3 | 0 |
| Mar 2025 | $420M | $311.9M | $108.1M | 3 | 0 |
| Mar 2024 | $356.8M | $262.4M | $94.4M | 3 | 0 |
| Jun 2023 | $317.5M | $234.5M | $82.9M | 3 | 0 |
| May 2023 | $0 | $0 | $0 | 3 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$420M
Discretionary$311.9M
Non-Disc.$108.1M
Employees3
Clients0
DateMar 2025
Total AUM$420M
Discretionary$311.9M
Non-Disc.$108.1M
Employees3
Clients0
DateMar 2024
Total AUM$356.8M
Discretionary$262.4M
Non-Disc.$94.4M
Employees3
Clients0
DateJun 2023
Total AUM$317.5M
Discretionary$234.5M
Non-Disc.$82.9M
Employees3
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0