| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Dryden Joss Control | Managing Member | 50-75% | 2022 |
| Katherine Lynette Brown Control | Managing Member And Chief Compliance Officer | 25-50% | 2022 |
Joss Brown Wealth Advisors Group LLC reports $139.3 million in regulatory assets under management on its Form ADV.
Joss Brown Wealth Advisors Group LLC reports 5 employees.
Joss Brown Wealth Advisors Group LLC is based in Williamsburg, VA and has been SEC-registered since 2023.
Joss Brown Wealth Advisors Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 |
| Phone | 757-903-2127 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $120.7M |
| Non-discretionary | $18.6M |
| Total (RAUM) | $139.3M |