SourcingSourcing

JOSS BROWN WEALTH ADVISORS GROUP LLC

C47
CRD 324719·SEC 801-127223·WILLIAMSBURG, VA
AUM
$162.4M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$487K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD
324719
SEC file #
801-127223
EIN
—
DBA names
Joss Brown Wealth Advisors

Economics

AUM
$162.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$139.3M → $162.4M▲ +17%
Client mix
Individuals High Net Worth69
Individuals Other58
Pension Profit Sharing Plans1
Other1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
WILLIAMSBURG VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
youtube.com/ @joss_brown_wealth_advisors

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOSS, DANIEL, DRYDEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JOSS, DANIEL, DRYDEN
BROWN, KATHERINE, LYNETTE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:jossbrown.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4530542
Trust Company Affiliate
No

People (5)

5
JOSS, DANIEL, DRYDEN
IAR · Direct Owner · 62.5%
4530542
BROWN, KATHERINE, LYNETTE
IAR · Direct Owner · 37.5%
4311348
Deven Klaus Joss
IAR
7973955
Phillip Ferguson Saunders
IAR
7426564
Michelle Ann-Marie Robinson
IAR
7214395