# Joyce Wealth Management, LLC

> Joyce Wealth Management, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 325221
- Filed as: JOYCE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325221
- AdvisorCensus page: https://advisorcensus.com/firm/joyce-wealth-management-llc-houston-tx-325221

## Quick answers

**How is Joyce Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Joyce Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Joyce Wealth Management, LLC located?**
Joyce Wealth Management, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Joyce Wealth Management, LLC registered with the SEC or a state?**
Joyce Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325221.

**How much does Joyce Wealth Management, LLC manage?**
Joyce Wealth Management, LLC reports $483,071,175 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (75% discretionary).

**How have Joyce Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Joyce Wealth Management, LLC: Regulatory assets under management: $317,491,635 in the October 2023 data and $483,071,175 in the October 2026 data, up 52%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Joyce Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (134); individuals (other than high net worth individuals) (51); charitable organizations (8).

**Which custodians does Joyce Wealth Management, LLC use?**
Joyce Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Joyce Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325221

**Does Joyce Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "JWM's minimum initial investment for new clients is $1,000,000. However, the Firm may accept accounts with a lower value on a case-by-case basis."

**What changed in Joyce Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $420,002,836 to $483,071,175 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000

> JWM's minimum initial investment for new clients is $1,000,000. However, the Firm may accept accounts with a lower value on a case-by-case basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $483,071,175
- Discretionary: $362,976,246
- Non-discretionary: $120,094,929

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $23,799,125 |
| High net worth individuals | 134 | $434,465,061 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 8 | $22,553,221 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,163,795 |
| Other | Fewer than 5 | $89,973 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: GA, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- joycewealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $317,491,635 | 3 | June 2, 2023 |
| October 2024 | $356,824,474 | 3 | March 8, 2024 |
| October 2025 | $420,002,836 | 3 | June 26, 2025 |
| October 2026 | $483,071,175 | 3 | April 2, 2026 |

Regulatory assets under management: $317,491,635 in the October 2023 data and $483,071,175 in the October 2026 data, up 52%.
Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $420,002,836 to $483,071,175 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joyce Wealth Management, LLC (CRD 325221): Form ADV filing data as of October 2026.