Joyce Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$458,264,186
Clients
185
Advisors
3
of 3 employees
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
Expertise
Fee options
Up to $30,000 depending on scope and complexity
$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%
Account minimum: $1,000,000
Main office
7880 San Felipe, Suite 115
Houston TX 77063
Advisors at this office
3
Most active in
Georgia · Louisiana · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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, holding Series 63 and Series 65 credentials with 33 years of industry experience. Prior to joining Joyce Wealth Management in 2023, he worked for J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors for a combined 20 years. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm manages approximately $483 million in client assets, primarily allocating among third-party independent investment managers using a managed-account platform, supplemented by mutual funds, ETFs, and individual securities tailored to client needs.
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