Joseph Wealth Management, LLC

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Client assets under management

$8,108,632

Clients

106

2% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$76,497

About

Joseph Wealth Management manages about $17.6 million across roughly 106 client relationships and provides discretionary portfolio management, financial planning, and financial consulting services to individuals and high‑net‑worth clients. The firm generally works with individual investors and offers model‑based portfolio allocation and ongoing account monitoring.

Investment advice is tailored to each client's objectives and risk tolerance, with discretionary authority used to implement recommended asset allocations and model portfolios. The firm employs a range of methods — including fundamental and technical analysis, modern portfolio theory, long‑ and short‑term strategies — and, for accounts over $500,000 where suitable, may implement frequent options trading.

The firm’s structure is distinctive among peers because it is affiliated with a broker‑dealer through common ownership and has a connection to a law firm via personnel who practice law; advisory staff are also registered representatives and licensed insurance agents. These affiliations mean advisers may receive commission‑based compensation and 12b‑1 fees in addition to advisory fees, and the firm also serves as adviser to a publicly traded mutual fund and may invest client assets in that fund, creating potential conflicts the brochure discloses and describes.

Client services

Financial planning Portfolio management Advisory consulting

Expertise

Options & derivatives strategies Active portfolio management Real estate investing

Fee options

Fixed

Financial planning and consulting fees generally range from $2,500 to $10,000, negotiable

Percentage

1.50% annually

Commissions

Associated persons are registered representatives receiving commissions for securities sales separate from advisory fees.

Project-based

$350 per hour, negotiable depending on scope and complexity

Other

Account minimum: $50,000

Main office location

Joseph Wealth Management, LLC

7600 West Roosevelt Rd., Suite 10

Forest Park IL 60130, United States

Number of offices

Most active in

Florida · Illinois · South Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram YouTube Website 800-807-2881

Advisors at this firm

Jay P

Series 63, Series 65

Forest Park, IL

Joseph Wealth Management, LLC

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Riposte Capital and Wedbush Securities. Plourde serves as a board member for two nonprofit organizations: Joseph Business School and Kenneth Copeland Ministries. Joseph Wealth Management manages approximately $17.6 million across about 106 client relationships, offering discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm uses model-based portfolio allocation and employs various investment strategies tailored to clients’ objectives and risk tolerance.

Options & derivatives strategies Active portfolio management Real estate investing

Brittany B

Series 66

Forest Park, IL

Joseph Wealth Management, LLC

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked at Joseph Wealth Management since 2021. Outside of financial advising, she operates BOMA LLC, a law contract review firm where she works as an attorney. Joseph Wealth Management manages approximately $17.6 million for around 106 clients, providing discretionary portfolio management and financial planning primarily to individual and high-net-worth investors. The firm uses model-based portfolio allocation and employs various investment strategies, including fundamental and technical analysis, with tailored advice based on client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management Real estate investing

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