Katherine Tucker Letsos
Investment adviser representative at Joyce Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$483.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Joyce Wealth Management, LLCMay 2023 to now
- J.D. Joyce Investment Management Group, LLCMay 2013 to May 2023
- Wells Fargo Advisors Financial Network, LLCMay 2013 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Joyce Wealth Management, LLC
$483.1MAssets managed
193Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4998752
- Firm CRD
- 325221