BRETT JOSEY WEALTH MANAGEMENT LLC

1 registered advisor·CRD# 107870
SEC# 801-1231720318-658-9997
01

Firm Overview

AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Other: NEGOTIABLE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BRETT JOSEY WEALTH MANAGEMENT LLC

1 registered advisor
Brett Josey
SHREVEPORT, Louisiana
05

Office Locations

SHREVEPORT, Louisiana
1 advisor

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Data sourced from SEC Form ADV filings. BRETT JOSEY WEALTH MANAGEMENT LLC (CRD# 107870) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.