Joyce Wealth Management, LLC

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Client assets under management

$458,264,186

Clients

185

72% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,477,104

About

Joyce Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations and retirement plans, and serves as an ERISA fiduciary when engaged for plan consulting. The firm manages about $483 million in client assets for roughly 185 clients on both discretionary and non‑discretionary bases.

JWM primarily allocates client assets among third‑party independent investment managers and uses a third‑party managed‑account platform to select and monitor those managers, while also using mutual funds, ETFs and occasional individual securities. Its process combines fundamental and technical analysis and is tailored to clients’ risk tolerance, time horizon and cash‑flow needs, including cash‑flow laddering for distributions where appropriate.

Distinctive aspects include that JWM sponsors and manages its own Joyce Wealth Management Wrap Program (described in the Firm’s Wrap Brochure), a feature uncommon among peers, and that the firm advertises third‑party ratings. The firm uses Broadridge to administer proxy voting for Independent Manager‑directed wrap assets while not voting proxies for individual securities and ETFs it manages directly, and receives platform and execution support from Trade‑PMR.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management College savings (529s, UTMA, etc.)

Fee options

Fixed

Up to $30,000 depending on scope and complexity

Percentage

$0 - $250,000: 1.70% $250,001 - $1,000,000: 1.40% $1,000,001 - $5,000,000: 1.10% $5,000,001+: 0.90%

Other

Account minimum: $1,000,000

Main office location

Joyce Wealth Management, LLC

7880 San Felipe, Suite 115

Houston TX 77063, United States

Number of offices

Most active in

Georgia · Louisiana · Nebraska · Texas

Disclosures

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

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

Quick links

Website 713-714-8500

Advisors at this firm

Dell T

Series 63, Series 65

Houston, TX

Joyce Wealth Management, LLC

Dell Thomason is a financial advisor at Joyce Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors Financial Network, LLC. He has been with Joyce Wealth Management since 2023. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various investment vehicles, focusing on client-specific factors such as risk tolerance and cash-flow needs.

Wealth management College savings (529s, UTMA, etc.)

Katherine L

Series 66

Houston, TX

Joyce Wealth Management, LLC

Katherine Letsos is a financial advisor with Joyce Wealth Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. She previously worked at J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors, both for a decade. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolios across a range of investment vehicles, with attention to client-specific factors such as risk tolerance and cash-flow needs.

Wealth management College savings (529s, UTMA, etc.)

John J

Series 63, Series 65

Houston, TX

Joyce Wealth Management, LLC

John Joyce is a financial advisor at Joyce Wealth Management, LLC in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis to tailor portfolios across various investment vehicles, with a focus on client-specific factors such as risk tolerance and cash-flow needs.

Wealth management College savings (529s, UTMA, etc.)

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