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Brett Josey Wealth Management LLC

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Client assets under management

$142,609,391

Clients

23

57% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

12

Very Low

Average account size

$6,200,408

About

Brett Josey Wealth Management serves a small group of individual and entity clients — including individuals, trusts and estates, charitable organizations, family limited partnerships and limited liability companies — and reports two investment advisor representatives. The firm provides discretionary investment management along with estate planning and financial planning services to its clients.

BJWM’s investment approach is fundamentals-driven and long-term, with a primary focus on large-cap equities supplemented by a “core” of index funds or ETFs and a “plus” sleeve of individual large-cap securities or actively managed mutual funds; fixed income selections emphasize quality and are generally held to maturity. It offers two distinct service tracks — a High Net Worth offering (originally for clients with $5,000,000 or more of investable assets) and a Core Plus offering (for clients with $500,000 or more) — and tailors allocation and the balance between core and plus holdings to each client’s goals and risk tolerance.

Compared with many peers, BJWM manages a relatively large pool of assets across a very small client base (reported $142,609,391 under management as of 12/31/2025 across 23 clients), and it has grandfathered pre-existing clients into its original HNW fee schedule. The firm does not sell commission products, operates on discretionary authority only, and recently changed its proxy policy (effective March 1, 2026) so that clients receive and vote proxy materials directly rather than having the firm vote on their behalf.

Client services

Financial planning Portfolio management

Expertise

Wealth management General estate planning guidance Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 0.90% $1,000,001+: 0.75%

Other

Account minimum: $500,000.00

Main office location

Brett Josey Wealth Management LLC

Benton LA, United States

Number of offices

1

Most active in

More info

Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

3184692830

Advisors at this firm

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Brett J

Series 65

Benton, LA

Brett Josey Wealth Management LLC

Brett Josey is the principal of Brett Josey Wealth Management LLC in Benton, LA, holding a Series 65 designation with 14 years of industry experience. He has been with Brett Josey Wealth Management Inc since 1998. The firm provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. It offers distinct service tracks for high net worth clients and those with moderate investable assets, emphasizing fundamental analysis and long-term investment positions with portfolios typically built around index funds, ETFs, and selected individual equities or mutual funds.

Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Caleb J

Series 65

Benton, LA

Brett Josey Wealth Management LLC

Caleb Josey is a Series 65 licensed financial advisor with five years of industry experience. He has been with Brett Josey Wealth Management LLC since 2019. Prior to this, he held positions at BancorpSouth and worked at Heard McElroy & Vestal CPA Firm, as well as roles at Louisiana State University in Shreveport. Brett Josey Wealth Management LLC provides discretionary investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. The firm serves both high net worth clients and those with moderate investable assets, employing a long-term investment approach centered on fundamental analysis and portfolios built around index funds, ETFs, and select individual equities or mutual funds.

Wealth management General estate planning guidance Cash flow / budgeting
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