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Joyce Wealth Management, LLC

● SEC registered since 2023CRD 325221SEC# 801-127428Houston, TX
Export (members)
Reg. AUM
$420M
Employees
3
Accounts
951
Location
Houston, TX

Joyce Wealth Management, LLC assets under management

Joyce Wealth Management, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2023. It reports $420 million in regulatory assets under management and employs 3 people.

Joyce Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
John David Joyce ControlManaging Member, President, And Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Joyce Wealth Management, LLC manage?

Joyce Wealth Management, LLC reports $420 million in regulatory assets under management on its Form ADV.

How many employees does Joyce Wealth Management, LLC have?

Joyce Wealth Management, LLC reports 3 employees.

Where is Joyce Wealth Management, LLC located?

Joyce Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2023.

Does Joyce Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address7880 San Felipe, Suite 115, Houston, TX 77063
Phone713-714-8500
Fax713-714-8505
Office hours8:30a.m.-4:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$311.9M
Non-discretionary$108.1M
Total (RAUM)$420M