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Josey Brett Wealth Management Inc (Shreveport)


Josey Brett Wealth Management Inc is a mid-sized advisory firm based in Shreveport. It manages $50.91 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.

Josey Brett Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Josey Brett Wealth Management: assets under management

The assets under management (AUM) of Josey Brett Wealth Management Inc is $50.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Josey Brett Wealth Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Shreveport

The principal office where Josey Brett Wealth Management Inc performs its advisory services is located at 401 Edwards Street, Suite 824, Shreveport, LA 71101 5510, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 318-226-9999 or by fax 318-226-9997. The normal business hours are 8:30am to 4:30pm on Monday - Friday.


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