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 2018. The firm serves individuals, families and institutional clients and combines financial planning with discretionary portfolio management for individuals and small businesses. It bills clients primarily as a percentage of assets under management and via fixed fees. Journey identifies as a capital allocator and uses third‑party managers alongside its own advisory work. The firm also lists accounting among its business activities. Journey does not flag itself as an active ESG investor and is not presented as a multi‑state or pension consultant adviser.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
- State & Local Bonds3%
- US Government Bonds2%
Contacts
3 of 17
Jason 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 153Active vs passive
$711M in ETFs
62%
$442M
35%
$269M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB) | JP Morgan | Active | Multisector Bond | $66.7M | 1,379,133 | 9.38% |
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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