JOURNEY FINANCIAL MANAGEMENT, LLC

JOURNEY FINANCIAL MANAGEMENT, LLC of BOWLING GREEN, KY is an SEC-registered investment adviser (CRD 153404). Regulatory assets under management: $57.9M.

Registration

• CRD: 153404
• Type: Registered investment adviser
• Location: 701 DISHMAN LN, BOWLING GREEN, KY, 42104
• Phone: 270-883-1662
• Latest filing: 2026-07-31
• Regulatory AUM: $57.9M
• Discretionary AUM: $57.9M
• Clients: 6
• Accounts: 200

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153404 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search