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BRETT JOSEY WEALTH MANAGEMENT LLC
CRD 107870 · SEC 801-123172
LA, United States
Phone
3184692830
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.6M
Discretionary AUM
$142.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; NEGOTIABLE
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $15.2M |
| High net worth individuals | 13 | $127.4M |
States served
LA, TX
Official SEC filing: View on IAPD