JOSS BROWN WEALTH ADVISORS

Legal name: JOSS BROWN WEALTH ADVISORS GROUP LLC

CRD 324719File 801-127223

APPROVED

Retail clients

Filing as of Feb 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$162.4M

Bottom 25% of cohort (national)

Discretionary AUM

$150.9M

Non-discretionary $11.4M

Clients

128

603 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jan 20, 2023
Principal office: 1321 JAMESTOWN ROAD, SUITE 201, WILLIAMSBURG, VA, 23185
Phone: 757-903-2127
Website: https://www.youtube.com/ @Joss_Brown_Wealth_Advisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $162.4M
Discretionary AUM: $150.9M
Non-discretionary AUM: $11.4M
Discretionary accounts: 569
Non-discretionary accounts: 34
Total accounts: 603
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	69	$133.1M
Pension and profit sharing plans	1	$4.1M
Individuals (other than high net worth individuals)	58	$25.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	129	128
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.