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Brett Josey Wealth Management LLC

● SEC registered since 2022CRD 107870SEC# 801-123172
Export (members)
Reg. AUM
$142.6M
Employees
2
Accounts
59
Location
—

Brett Josey Wealth Management LLC assets under management

Brett Josey Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $142.6 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Brett Josey Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Brett Benson Josey ControlPresident/Manager/Chief Compliance Officer(as Of 06/15/2004)Over 75%1997

Frequently asked questions

How much does Brett Josey Wealth Management LLC manage?

Brett Josey Wealth Management LLC reports $142.6 million in regulatory assets under management on its Form ADV.

How many employees does Brett Josey Wealth Management LLC have?

Brett Josey Wealth Management LLC reports 2 employees.

Does Brett Josey Wealth Management LLC disclose fund performance?

Brett Josey Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone3184692830
Office hours8:30a.m. To 4:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.6M
Non-discretionary$0
Total (RAUM)$142.6M