CRD: 325221
Joyce Wealth Management, LLC
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- Custodian
- Broadridge · First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- EagleHorizon
- Established Date
- 03-07-2023
- Office Locations
- 1
Office Locations
About Joyce Wealth Management, LLC
Joyce Wealth Management is a Houston-based RIA serving investors with $1M+ investable assets. The firm provides goals-based investment management centered on asset allocation, diversification, and cash-flow/distribution planning, alongside retirement, tax, and trust/estate coordination with clients’ CPAs and attorneys. Portfolios are ETF-heavy, with additional use of public funds as needed.
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Owner & Executives
JOHN DAVID JOYCE
Managing Member, President
- CRD
- #2387664
- Ownership
- 75% or more
KATHERINE TUCKER LETSOS
Chief Compliance Officer, Chief Operations Officer
- CRD
- #4998752
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DELL PARNELL THOMASON
Analyst
- CRD
- #2249575
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,976,246 | $848,075 |
| Non-Discretionary | $120,094,929 | $230,509 |
| Total | $483,071,175 | $509,032 |
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Separately Managed Accounts
Total SMA Asset: $483,071,175
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,520,861,711 | 45.1% |
| Public Funds | $569,901,617 | 16.9% |
| Cash | $927,354,702 | 27.5% |
| U.S. Government/Agency | $354,080,885 | 10.5% |
| Total | $3,372,198,915 | 100.0% |