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Isai Juarez

Chief Executive Officer, Chief Compliance Officer, & Managing MemberJourney Equity Wealth Management LLCCRD 6168124

About Isai Juarez

Isai Juarez is listed as Chief Executive Officer, Chief Compliance Officer, & Managing Member at Journey Equity Wealth Management LLC in Downey, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Journey Equity Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Isai Juarez work?

Isai Juarez is listed as Chief Executive Officer, Chief Compliance Officer, & Managing Member at Journey Equity Wealth Management LLC on SEC Form ADV.

How much of Journey Equity Wealth Management LLC does Isai Juarez own?

Form ADV reports a beneficial ownership band of Over 75%.

Journey Equity Wealth Management LLC

TitleChief Executive Officer, Chief Compliance Officer, & Managing Member
OwnershipOver 75%
Control personYes
Since2025
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