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JOSEPH ADVISORY

EL PASO, TX · CRD 324475 · IAPD ↗ · 915-820-8082

$170.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — JOSEPH ADVISORY reported RAUM up 58% ($108.4M -> $170.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.