Overview
Assets Under Management: $226 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 46
Average Client Assets: $4 million
Frequently Asked Questions
JOURNEY BEYOND WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290367), JOURNEY BEYOND WEALTH, LLC is subject to fiduciary duty under federal law.
JOURNEY BEYOND WEALTH, LLC is headquartered in ROSWELL, GA.
JOURNEY BEYOND WEALTH, LLC serves 46 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, JOURNEY BEYOND WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
JOURNEY BEYOND WEALTH, LLC manages $226 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, JOURNEY BEYOND WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.17
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 365
Discretionary Accounts: 365
Regulatory Filings
CRD Number: 290367
Last Filing Date: 2025-01-31 00:00:00
Website: https://journeybeyondwealth.com