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 a limited liability company. The firm is SEC-registered, having registered in 2018, and is owned through a combination of a domestic entity and an individual. It positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. The firm also lists accounting among its business activities. Journey Wealth Management does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$734M in ETFs
63%
$459M
34%
$275M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB) | JP Morgan | Active | Global Bond USD Hedged | $69.9M | 1,495,021 | 9.52% |
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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