# BRETT JOSEY WEALTH MANAGEMENT LLC

BRETT JOSEY WEALTH MANAGEMENT LLC of SHREVEPORT, LA is an SEC-registered investment adviser.

## Registration

- CRD: 107870
- Type: SEC-registered investment adviser
- SEC file number: 801-123172
- Location: 401 EDWARDS STREET, SUITE 824, SHREVEPORT, LA, 71101-5510
- Phone: 3184692830
- Latest filing: 2026-03-02
- Regulatory AUM: $142.6M
- Discretionary AUM: $142.6M
- Clients: 2
- Accounts: 59

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brett Benson Josey | PRESIDENT/MANAGER/CHIEF COMPLIANCE OFFICER(AS OF 06/15/2004) | — |
| JOSEY BRETT | PRESIDENT/OWNER; PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER(AS OF 06/15/2004) | — |
| JOSEY BRETT BENSON | PRESIDENT/MANAGER/CHIEF COMPLIANCE OFFICER(AS OF 06/15/2004) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107870/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107870/similar
- Related entities: https://search.stillhousedata.com/firm/107870/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107870

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.