Joyce Wealth Management, LLC

Joyce Wealth Management, LLC is a registered investment adviser offering a wrap fee program that allows clients to trade certain investment products without incurring separate brokerage commissions. The firm was established in February 2023 and is owned by John David Joyce. As of January 29, 2025, the firm had $420,002,836 in assets under management, with $311,911,843 managed on a discretionary basis and $108,090,993 managed on a non-discretionary basis. The firm provides financial planning, consulting, and investment management services under various arrangements. Clients can engage in discretionary or non-discretionary management of their investment portfolios, with assets allocated among independent investment managers, mutual funds, ETFs, and individual securities based on client objectives. The firm's investment strategies involve fundamental and technical analysis to tailor portfolios to individual client needs and market conditions. Clients are charged fees based on assets under management, with a tiered fee structure ranging from 0.90% to 1.70%. JWM does not recommend the use of margin for investments and provides ongoing account reviews to ensure alignment with client goals. Clients can make additions or withdrawals from their accounts, subject to certain procedures. The firm has a code of ethics in place and does not have any disciplinary events. JWM does not receive compensation for client referrals and recommends the custody, brokerage, and clearing services of Trade-PMR, Inc. for client accounts. The firm receives support from Trade-PMR, and clients are provided with account statements and reports regularly. JWM has custody of client funds and securities and may have custody through standing letters of authorization for fund disbursements to third parties. The firm does not require prepayment of fees or have financial conditions that may impair client commitments.