Journey Beyond Wealth

RIASEC Registered
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
Website
journeybeyondwealth.com
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 organized as an LLC and owned by an individual. The firm is SEC-registered (registered in 2023) and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with fixed-fee arrangements. Journey Beyond Wealth does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$140M in ETFs

Passive

96%

$135M

Active

4%

$5.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$36.7M52,37026.18%
Unlock additional holdings →

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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