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Home > Retirement Planners > georgia > roswell > JOURNEY BEYOND WEALTH
JOURNEY BEYOND WEALTH
300 Colonial Center Parkway
Suite 100
Roswell, Georgia 30076
Tel: 678-331-7900
About JOURNEY BEYOND WEALTH
JOURNEY BEYOND WEALTH, formally registered with the SEC as JOURNEY BEYOND WEALTH. The firm was established in 06/15/2023. They have over 1 offices throughout the country.
JOURNEY BEYOND WEALTH is a Roswell, Georgia based Financial Planning firm with nearly $226,095,412 assets under management, offering retirement planning & investment advisory services to 365 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290367 |
| SEC# | 801-128161 |
| Assets Managed by Firm | $226,095,412 |
| No. of Clients | 365 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 365 | $226,095,412 |
| Individuals (other than high net worth individuals) | 44 | $19,963,383 |
| High net worth individuals | 46 | $206,132,029 |
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