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JOURNEY BEYOND WEALTH
JOURNEY BEYOND WEALTH, LLC
CRD 290367 · SEC 801-128161
300 COLONIAL CENTER PARKWAY, SUITE 100, ROSWELL, GA, 30076, United States
Phone
678-331-7900
Fax
877-202-2230
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.3M
Discretionary AUM
$250.3M
Team
6 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $23.9M |
| High net worth individuals | 51 | $226.4M |
States served
GA, IL, TN, UT, TX
All web addresses on file
Official SEC filing: View on IAPD