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JOSS BROWN WEALTH ADVISORS

WILLIAMSBURG, VA · CRD 324719 · IAPD ↗ · 757-903-2127

$162.4MRegulatory AUM
5Advisory reps
5Employees
10Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
January 2026 — JOSS BROWN WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — JOSS BROWN WEALTH ADVISORS notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2025 — JOSS BROWN WEALTH ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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