| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Petronella Coetzee | Chief Compliance Officer | Under 5% | 2025 |
| Brian R Flynn Control | Managing Partner, Co-Founder, And Financial Advisor | Under 5% | 2020 |
| Journey Strategic Holdings LLC Control | Managing Member | Over 75% | 2020 |
Journey Strategic Wealth LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
Journey Strategic Wealth LLC reports 30 employees.
Journey Strategic Wealth LLC is based in Summit, NJ.
Journey Strategic Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 47 Maple Street, Suite 104, Summit, NJ 07901 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
| Discretionary | $3.75B |
| Non-discretionary | $10.7M |
| Total (RAUM) | $3.76B |