Brett Josey Wealth Management LLC
Brett Josey Wealth Management LLC is an SEC-registered wealth manager with $142.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Brett Josey Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107870, SEC 801-123172, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $142.6M (2026-03-02)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 23
- CRD
- 107870
- Ownership
- JOSEY, BRETT; JOSEY, BRETT, BENSON
How much AUM does Brett Josey Wealth Management LLC have?
Brett Josey Wealth Management LLC reported $142.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Brett Josey Wealth Management LLC?
Disclosed owners and executives of Brett Josey Wealth Management LLC include JOSEY, BRETT, JOSEY, BRETT, BENSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.