Joyce Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 2, 2026, reports $483M in regulatory assets under management, 3 employees, and 949 accounts.
Assets Under Management
$483M
Employees
3
Offices
--
Total Clients
193
Primary office
HOUSTON, TX
7880 SAN FELIPE, SUITE 115, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
134
2
Individuals
26.4%
51
3
Charitable
4.1%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
INVESTMENT CLUB<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$483Mas of April 2, 2026
Discretionary75.1%
$363M
75% of total RAUM75.1%
Non-discretionary24.9%
$120M
25% of total RAUM24.9%
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.
Total AUM$483M
Total Accounts949
10Y AUM Change+$483M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* 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.