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Journey Beyond Wealth, LLC

● SEC registered since 2023CRD 290367SEC# 801-128161Roswell, GA
Export (members)
Reg. AUM
$226.1M
Employees
5
Accounts
365
Location
Roswell, GA

Journey Beyond Wealth, LLC assets under management

Journey Beyond Wealth, LLC is a registered investment adviser overseen by the SEC based in Roswell, GA. The firm has been registered since 2023. It reports $226.1 million in regulatory assets under management and employs 5 people.
journeybeyondwealth.comView on SEC.gov ↗

Journey Beyond Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Jacob Avera ControlPresident50-75%2017
Christopher Robert McCall ControlPrincipal, Cco25-50%2020

Frequently asked questions

How much does Journey Beyond Wealth, LLC manage?

Journey Beyond Wealth, LLC reports $226.1 million in regulatory assets under management on its Form ADV.

How many employees does Journey Beyond Wealth, LLC have?

Journey Beyond Wealth, LLC reports 5 employees.

Where is Journey Beyond Wealth, LLC located?

Journey Beyond Wealth, LLC is based in Roswell, GA and has been SEC-registered since 2023.

Does Journey Beyond Wealth, LLC disclose fund performance?

Journey Beyond Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Colonial Center Parkway, Suite 100, Roswell, GA 30076
Phone678-331-7900
Fax877-202-2230
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
CIK2052989
Discloses disciplinary historyNo

Assets under management

Discretionary$226.1M
Non-discretionary$0
Total (RAUM)$226.1M