No longer SEC-registered. Journey Equity Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$9.2M
Employees
1
Accounts
80
Location
Downey, CA
Journey Equity Wealth Management LLC assets under management
Journey Equity Wealth Management LLC is a registered investment adviser overseen by the SEC based in Downey, CA. It reports $9.2 million in regulatory assets under management and employs 1 people.
Where is Journey Equity Wealth Management LLC located?
Journey Equity Wealth Management LLC is based in Downey, CA.
Does Journey Equity Wealth Management LLC disclose fund performance?
Journey Equity Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.