# JOURNEY BEYOND WEALTH, LLC

JOURNEY BEYOND WEALTH, LLC of ROSWELL, GA is an SEC-registered investment adviser.

## Registration

- CRD: 290367
- Type: SEC-registered investment adviser
- SEC file number: 801-128161
- Location: 300 COLONIAL CENTER PARKWAY, SUITE 100, ROSWELL, GA, 30076
- Phone: 678-331-7900
- Latest filing: 2026-02-06
- Regulatory AUM: $250.3M
- Discretionary AUM: $250.3M
- Clients: 6
- Accounts: 412

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Jacob Avera | PRESIDENT | — |
| Christopher Robert Mccall | PRINCIPAL; PRINCIPAL, CCO | — |
| MCCALL JAMES R | PRINCIPAL, CCO | — |
| Avera Andrew Jacob | PRESIDENT | — |
| McCall Christopher Robert | PRINCIPAL, CCO | — |
| Avera Andrew | PRESIDENT | — |
| Jessica Blair Stembridge | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290367/similar
- Related entities: https://search.stillhousedata.com/firm/290367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290367

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.