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President/manager/chief Compliance Officer(as of 06/15/2004) · Brett Josey Wealth Management LLC

Brett B. Josey

CRD 2839029 · Named on Form ADV at one SEC-registered adviser

At a glance

Brett Josey Wealth Management LLC, an SEC-registered wealth manager with $143 million in regulatory assets, lists Brett B. Josey on its Form ADV as President/manager/chief Compliance Officer(as of 06/15/2004), a control person.

Firms and roles

AtlasMembers

Brett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.