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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- MeridianVital vertex +more
- Established Date
- 01-20-2023
- Office Locations
- 2
Office Locations
About Joss Brown Wealth Advisors
Joss Brown Wealth Advisors is a Virginia-based, fee-only fiduciary RIA providing wealth management that combines financial planning and investment management for individuals and families, including entrepreneurs. The firm does not accept commissions or referral fees and can custody client assets on major platforms such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL DRYDEN JOSS
Managing Member
- CRD
- #4530542
- Ownership
- 50% but less than 75%
KATHERINE LYNETTE BROWN
Chief Compliance Officer, Managing Member
- CRD
- #4311348
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Deven Klaus Joss
Associate Advisor
- CRD
- #7973955
Michelle Ann-Marie Robinson
Wealth Advisor
- CRD
- #7214395
Focus matrix
Wave timber element
- CRD
- #29862
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,924,535 | $265,245 |
| Non-Discretionary | $11,436,070 | $336,355 |
| Total | $162,360,605 | $269,255 |
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Separately Managed Accounts
Total SMA Asset: $162,360,605
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $230,113,181 | 8.6% |
| Equity - Exchange | $144,489,672 | 5.4% |
| Municipal Bonds | $414,738,872 | 15.5% |
| Other | $428,117,546 | 16.0% |
| Cash | $254,194,793 | 9.5% |
| Private Funds | $674,285,135 | 25.2% |
| U.S. Government/Agency | $529,795,462 | 19.8% |
| Total | $2,675,734,661 | 100.0% |