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BRETT JOSEY WEALTH MANAGEMENT LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$128.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 128.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 107870 |
| SEC Number | 801-123172 |
| Phone | 318-658-9997 |
| Total Employees | 2 |
Client Count by Type (22 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 14 |
| Individuals (other than H… | 8 |
County data not available for this organization.