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JOURNEY WEALTH MANAGEMENT
FSM WEALTH ADVISORS, LLC
CRD 298904 · SEC 801-114180
22901 MILLCREEK BLVD., SUITE 225, CLEVELAND, OH, 44122, United States
Phone
216-468-1333
Fax
216-468-1351
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.39B
Discretionary AUM
$1.39B
Team
27 total employees; 17 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 572 | $281.4M |
| High net worth individuals | 290 | $1.06B |
| Charitable organizations | 6 | $25.6M |
| Corporations/business entities | 11 | $23.9M |
States served
CA, IL, NY, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD