RIA Intel›Advisers›Virginia›JOSS BROWN WEALTH ADVISORS GROUP LLC

JOSS BROWN WEALTH ADVISORS GROUP LLC

Advisory

N·WILLIAMSBURG, VA

Data as of Feb 5, 2026 · Source: SEC Form ADV

Total AUM

$162M

1-Year AUM Growth

+4.2%

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$162M

Discretionary AUM$151M

Non-Discretionary AUM$11M

Discretionary %93%

Total Clients123

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record5

First FilingDec 21, 2022

Latest FilingFeb 5, 2026

🔒 Full AUM trend chart and 5 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JOSS BROWN WEALTH ADVISORS GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.