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
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Brett Josey Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brett Josey, financial advisor Benton LA
Brett B. Josey
CRD#: 2839029
Benton, LA

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, financial advisor Benton LA
Caleb J. Josey
CRD#: 7219189
Benton, LA

Caleb Josey (CRD# 7219189) is an Investment Advisor Representative working at Brett Josey Wealth Management LLC in Benton, LA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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