Brett Josey Wealth Management LLC
Brett Josey Wealth Management LLC (CRD# 107870) is a financial advisory firm headquartered in , . They manage $117,561,531 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Brett Josey Wealth Management LLC
By the Numbers
-
Total Assets Under Management118MILLION
-
Total Number of Accounts54ACCOUNTS
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Average Account Value$2,177,065
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Brett Josey Wealth Management LLC
1
Brett Josey (CRD# 2839029) is an Investment Advisor Representative working at Brett Josey Wealth Management LLC in Benton, LA and has over 12 years of experience in the finance industry.
2
Caleb Josey (CRD# 7219189) is an Investment Advisor Representative working at Brett Josey Wealth Management LLC in Benton, LA and has over 4 years of experience in the finance industry.
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