JOURNEY BEYOND WEALTH

RIASEC RegisteredEst. 2023
Total AUM
$250M
Discretionary
$250M
100% of AUM
Avg account
$607K
Accounts
412
Employees
6
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 48%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds48%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • ALLISON DAINES

    DirectorCRD 7128365

  • Philip Wegman

    DirectorCRD 7258822

  • Andrew Avera

    DirectorCRD 6867563

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$122M in ETFs

Passive

96%

$116M

Active

4%

$5.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$31.3M52,42725.75%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth