SEC Form ADV

JOSS BROWN WEALTH ADVISORS

Registered Investment AdviserVA
$162.4M
Assets Under Management
603
Total Clients
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Registration Details

Accession
CRD-324719
Location
WILLIAMSBURG, VA
Filing Date
February 5, 2026
AUM
$162.4M
Total Clients
603
Amendment
No

About this Adviser

JOSS BROWN WEALTH ADVISORS is a registered investment adviser headquartered in WILLIAMSBURG, VA, managing approximately $162.4M in assets across 603 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.