JOURNEY BEYOND WEALTH
Firm details
- Headquarters
- ROSWELL, Georgia
- CRD number
- 290367
- Registered since
- June 15, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.44%
- Individuals9.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Journey Beyond Wealth is an independent registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm is owned by an individual and focuses its services on individuals and families, offering financial planning and portfolio management for both individuals and small businesses. Its client-fee model combines percentage-of-AUM billing with the option for fixed fees. Journey Beyond Wealth is not registered as a multi-state adviser per its profile, does not position itself as a capital allocator, and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds48%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 4ALLISON DAINES
DirectorCRD 7128365
Philip Wegman
DirectorCRD 7258822
Andrew Avera
DirectorCRD 6867563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$122M in ETFs
96%
$116M
4%
$5.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $31.3M | 52,427 | 25.75% |
Location
ROSWELL, GA
FULTON
Location
ROSWELL, GA
Headquartered in ROSWELL, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 300 Colonial Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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