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JOYCE WEALTH MANAGEMENT, LLC
CRD 325221 · SEC 801-127428
7880 SAN FELIPE, SUITE 115, HOUSTON, TX, 77063, United States
Phone
713-714-8500
Fax
713-714-8505
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$483.1M
Discretionary AUM
$363.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $23.8M |
| High net worth individuals | 134 | $434.5M |
| Charitable organizations | 8 | $22.6M |
States served
GA, LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD