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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 5, 2025 and February 5, 2026, reported AUM increased 16.5%, from $139.3M to $162.4M.
Across 4 reported observations, AUM increased 46.3% between April 27, 2023 and February 5, 2026, from $111.0M to $162.4M.
Of the latest reported AUM, 93.0% is discretionary and 7.0% is non-discretionary.
The firm reports 5 advisory representatives and 139 clients, or 27.8 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
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
SMA allocation detail is available
Joss Brown Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.