JOURNEY WEALTH MANAGEMENT
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 298904
- Registered since
- October 24, 2018
- Website
- journey-wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.15%
- Individuals20.28%
- Charitable Organizations1.84%
- Corporations / Businesses1.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Journey Wealth Management is an independent registered investment adviser organized as an LLC and operating since its 2018 SEC registration. The firm serves both individual/family clients and institutional accounts, offering financial planning and discretionary portfolio management focused on individuals and small businesses. Its billing mixes asset-based fees with fixed-fee engagements. Journey identifies as a capital allocator and lists accounting among its business activities. The adviser does not market itself as an ESG investor and is not flagged as a multi-state or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
- State & Local Bonds3%
- US Government Bonds2%
Contacts
3 of 17JASON EWASKO
DirectorCRD 4622799
DOUGLAS AMBROSE
Director, Wealth ManagementCRD 4068870
Michael Baker
Vice President, Wealth ManagementCRD 5812095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$600M in ETFs
61%
$369M
35%
$232M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB) | JP Morgan | Active | Multisector Bond | $55.7M | 1,164,888 | 9.28% |
Location
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 22901 Millcreek Blvd
- Time zone
- ET (UTC-5)
- Office locations
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