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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$162MItem 5.F on the latest filing (2026-02-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$151M

Private client RAUM

$158MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$32.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

603

Individual clients

58

High net worth clients

69

SEC number

801-127223

CRD

324719

Filings on the tape

10

First filed

Dec 21, 2022

Latest filed

Feb 5, 2026

Organised

Limited Liability Company, VA

• Occurred

  Mar 31, 2023
  Firm absorbed

  Joss Brown Wealth Advisors, LLC's advisors moved to Joss Brown Wealth Advisors (Newport News, VA): 4 of 4 registered, on the same day

  Form ADVobserved 4 days ago
  4 advisors
• Occurred

  Dec 21, 2022
  First Form ADV filing

  Joss Brown Wealth Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f2aa660b-a21a-4e20-5875-082a6d25b2e4

First observed

Dec 21, 2022

Last observed

Feb 5, 2026 7 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.