B
CRD: 107870
Brett Josey Wealth Management LLC
Benton, LA
3184692830
$142.6M Total AUM
$142.6M Disc. AUM
12.4% 3Y CAGR
2 Employees
23 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2011
- Office Locations
- 1
Office Locations
-- Benton LA
About Brett Josey Wealth Management LLC
Brett Josey Wealth Management LLC is a Benton-based RIA. The firm has been operating for 14 years. Managing $142.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$71.3M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Unison summit
Client Personas
Summit
Investment Themes
Pioneer value
Investment Vehicles
Element vertex
Services
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Owner & Executives
B
BRETT BENSON JOSEY
--
- CRD
- #2839029
- Ownership
- 75% or more
(754) 789-8708
insight.fusion@optimacapital.com
in linkedin.com/in/zenith-radial
Showing 1 of 1 owners & executives
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C
Caleb John Josey
Owner
- CRD
- #7219189
(441) 318-5602
matrix.vector@foundationcapital.com
in linkedin.com/in/atlas-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,609,391 | $2,417,108 |
| Non-Discretionary | $0 | -- |
| Total | $142,609,391 | $2,417,108 |
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Separately Managed Accounts
Total SMA Asset: $142,609,391
Equity - Exchange:
26.6% Cash:
17.5% U.S. Government/Agency:
29.9% Public Funds:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $979,540,932 | 26.6% |
| Cash | $644,434,824 | 17.5% |
| U.S. Government/Agency | $1,101,062,927 | 29.9% |
| Public Funds | $957,446,023 | 26.0% |
| Total | $3,682,484,706 | 100.0% |