WILLIAMSBURG, VACRD 324719Latest ADV February 5, 2026
Joss Brown Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsburg, VA. Its latest Form ADV filing, dated February 5, 2026, reports $162M in regulatory assets under management, 5 employees, 2 offices, and 603 accounts.
Assets Under Management
$162M
Employees
5
Offices
2 offices
Total Clients
129
Primary office
WILLIAMSBURG, VA
1321 JAMESTOWN ROAD, SUITE 201, WILLIAMSBURG, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
69
2
Individuals
45.0%
58
3
Pension Plans
0.8%
1
4
Irrevocable Trusts/Estates
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of February 5, 2026
Discretionary93.0%
$151M
93% of total RAUM93.0%
Non-discretionary7.0%
$11M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$162M
Total Accounts603
10Y AUM Change+$162M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.