Joselit Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,000,000
Total clients
22
100% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
11
Average account size
$3,045,455
About
Joselit Asset Management provides portfolio management and related advisory services primarily to high‑net‑worth individuals, operating under percentage‑of‑assets‑under‑management fee arrangements typical for this advisor category. The firm's Form ADV shows it manages about $67 million for 22 clients through a two‑advisor team.
The firm conducts ongoing account reviews and delivers individualized portfolio management tailored to each client’s circumstances, rather than broad, mass‑market programs. Its compact advisory team and small client roster support a more concentrated service model and frequent advisor contact.
Notably, Joselit does not accept individual clients who do not meet high‑net‑worth thresholds, a practice that is uncommon among similar supported firms. Combined with a relatively high level of assets per client, the firm’s structure points to a focus on a limited number of wealthier households instead of a wider retail client base.
Client services
Fee options
Main office location
Joselit Asset Management
1363 Shermer Road, Suite 325
Northbrook IL 60062, United States
Number of offices
1
Most active in
Arizona · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")