JOURNEY STRATEGIC WEALTH LLC

47 Maple Street
Suite 104
Summit, New Jersey 07901
Tel: (201) 905-0070

About JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC, formally registered with the SEC as JOURNEY STRATEGIC WEALTH LLC. The firm was established in 12/07/2020. They have over 6 offices throughout the country.

JOURNEY STRATEGIC WEALTH LLC is a Summit, New Jersey based Financial Planning firm with nearly $3,069,968,934 assets under management, offering retirement planning & investment advisory services to 1898 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310648
SEC#	801-119925
Assets Managed by Firm	$3,069,968,934
No. of Clients	1898
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1898	$3,069,968,934
Individuals (other than high net worth individuals)	293	$113,395,487
High net worth individuals	151	$2,917,661,462
Charitable organizations	1	$177,430
Corporations or other businesses	7	$38,734,555

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