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Joss Brown Wealth Advisors

Joss Brown Wealth Advisors. CRD 324719

J

CRD: 324719

Joss Brown Wealth Advisors

Williamsburg, VA, 23185
7579032127
$162.4M Total AUM
$150.9M Disc. AUM
-- 3Y CAGR
5 Employees
139 ADV. Clients
3 yrs Firm Age

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Firm Details

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

1321 Jamestown Road, Suite 201 Williamsburg VA
751 Thimble Shoals Blvd, Suite C Newport News VA

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

31 AVG AGE
$32.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Vertex Prime pioneer Quantum Timber

Client Personas

Summit horizon

Custodian

Focus oak Peak Peak timber Timber peak Harbor

Investment Themes

Catalyst vital Wave horizon Bridge

Investment Vehicles

Pathway signal Ridge frontier Glacier

Platform

Timber zenith Vertex

Services

Foundation Catalyst glacier Harbor Atlas vertex Peak element Pioneer Pathway alpha Focus insight Radial North unison Focus Prime

Technology

Beacon Momentum alpha North Matrix

Owner & Executives

DANIEL DRYDEN JOSS

DANIEL DRYDEN JOSS

Managing Member

CRD
#4530542
Ownership
50% but less than 75%
(335) 518-3014
insight.glacier@beaconcapital.com
in linkedin.com/in/pathway-foundation
KATHERINE LYNETTE BROWN

KATHERINE LYNETTE BROWN

Chief Compliance Officer, Managing Member

CRD
#4311348
Ownership
25% but less than 50%
(250) 745-4332
matrix.optima@signalcapital.com
in linkedin.com/in/quantum-bridge

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Contacts

Deven Klaus Joss

Deven Klaus Joss

Associate Advisor

CRD
#7973955
(402) 912-6936
element.signal@radialcapital.com
in linkedin.com/in/vector-foundation
Michelle Ann-Marie Robinson

Michelle Ann-Marie Robinson

Wealth Advisor

CRD
#7214395
(753) 899-2172
legacy.frontier@vectorcapital.com
in linkedin.com/in/catalyst-optima
F

Focus matrix

Wave timber element

CRD
#29862
(821) 529-7325
alpha.delta@bridgecapital.com
in linkedin.com/in/insight-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-27-2023
09-04-2024
12-05-2025
02-05-2026
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

$162.4M Total SMA
Public Funds:
8.6%
Equity - Exchange:
5.4%
Municipal Bonds:
15.5%
Other:
16.0%
Cash:
9.5%
Private Funds:
25.2%
U.S. Government/Agency:
19.8%
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%

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