JOURNEY BEYOND WEALTH, LLC

JOURNEY BEYOND WEALTH, LLC of ROSWELL, GA is an SEC-registered investment adviser (CRD 290367). Regulatory assets under management: $250.3M.

Registration

• CRD: 290367
• SEC file number: 801-128161
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290367 on SEC IAPD (source of record)
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