# Brett Josey Wealth Management

Brett Josey Wealth Management is a Bank / Wealth / Trust based in Benton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Benton, United States
- **Region:** North America
- **Address:** Benton, AR, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 107870
- **SEC file number:** 801-123172
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107870

## About

Brett Josey Wealth Management is an SEC-registered investment adviser since 2022. The firm manages $143 million in regulatory assets. It has 2 employees and 2 investment advisers.

## People

- Brett Josey — Principal

## Questions

### What is the minimum account size required to become a client?

Brett Josey Wealth Management does not publicly disclose account minimums. Independent advisors in secondary and tertiary Arkansas markets often serve a range of client sizes — from mass-affluent households building retirement portfolios to high-net-worth families with more complex planning needs — but no verifiable threshold can be attributed to this specific practice.

### How does this practice differ from a bank trust department or national wirehouse in the same market?

As a principal-owned independent practice, Brett Josey Wealth Management is not bound by a parent institution's proprietary-product mandates or sales quotas — a structural distinction from bank-based financial consultants and national wirehouse advisors operating in the Benton and greater Little Rock corridor. This independence can afford flexibility in investment selection and a fiduciary posture less entangled with institutional cross-selling.

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Last updated: 2026-06-03T20:00:00.000Z

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