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Chief Operations Officer & Chief Compliance Officer · Joyce Wealth Management, LLC

Katherine T. Letsos

CRD 4998752 · Named on Form ADV at one SEC-registered adviser

At a glance

Joyce Wealth Management, LLC, an SEC-registered wealth manager based in Houston, TX with $483 million in regulatory assets, lists Katherine T. Letsos on its Form ADV as Chief Operations Officer & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Katherine’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.

Colleagues named on the same filings

  • John D. JoyceManaging Member and President, Joyce Wealth Management, LLC

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