Joss Brown Wealth Advisors
Joss Brown Wealth Advisors is an SEC-registered wealth manager in Williamsburg, VA with $162.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Joss Brown Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324719, SEC 801-127223, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $162.4M (2026-02-05)
- Firm type
- Wealth Manager
- Location
- Williamsburg, VA
- Employees
- 5
- Clients
- 129
- CRD
- 324719
- Ownership
- JOSS, DANIEL, DRYDEN; BROWN, KATHERINE, LYNETTE
How much AUM does Joss Brown Wealth Advisors have?
Joss Brown Wealth Advisors reported $162.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Joss Brown Wealth Advisors?
Disclosed owners and executives of Joss Brown Wealth Advisors include JOSS, DANIEL, DRYDEN, BROWN, KATHERINE, LYNETTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.