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JOURNEY WEALTH MANAGEMENT
22901 Millcreek Blvd.
Suite 225
Cleveland, Ohio 44122
Tel: 216-916-8424
About JOURNEY WEALTH MANAGEMENT
JOURNEY WEALTH MANAGEMENT, formally registered with the SEC as JOURNEY WEALTH MANAGEMENT. The firm was established in 10/24/2018. They have over 1 offices throughout the country.
JOURNEY WEALTH MANAGEMENT is a Cleveland, Ohio based Financial Planning firm with nearly $750,704,707 assets under management, offering retirement planning & investment advisory services to 1450 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298904 |
| SEC# | 801-114180 |
| Assets Managed by Firm | $750,704,707 |
| No. of Clients | 1450 |
| No. of Advisors | 18 |
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 | 1450 | $750,704,707 |
| Individuals (other than high net worth individuals) | 350 | $134,204,853 |
| High net worth individuals | 141 | $610,841,058 |
| Charitable organizations | Fewer than 5 clients | $5,414,251 |
| Corporations or other businesses | Fewer than 5 clients | $244,545 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
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