This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$483MItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$363M

Private client RAUM

$458MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

949

Individual clients

51

High net worth clients

134

Custody, client assets

$25.2M

SEC number

801-127428

CRD

325221

Filings on the tape

9

First filed

Feb 3, 2023

Latest filed

Apr 2, 2026

Organised

Limited Liability Company, TX

Website

joycewealthmanagement.com

• Occurred

  May 8, 2023
  Team lift-out

  3 advisors left Wells Fargo Advisors (Houston, TX) for Joyce Wealth Management, LLC on the same day

  Form ADVobserved 6 days ago
  3 advisors
• Occurred

  Feb 3, 2023
  First Form ADV filing

  Joyce Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:874244ac-1ea4-9580-7742-a709c4afff0c

First observed

Feb 3, 2023

Last observed

Apr 2, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.