# JOURNEY WEALTH MANAGEMENT

JOURNEY WEALTH MANAGEMENT of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 298904
- Type: SEC-registered investment adviser
- SEC file number: 801-114180
- Location: 22901 MILLCREEK BLVD., CLEVELAND, OH, 44122
- Phone: 216-468-1333
- Latest filing: 2026-03-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 27
- Accounts: 879

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Jason Michael Ewasko | CHIEF COMPLIANCE OFFICER | — |
| David Alan Lightner | FOUNDER | — |
| Lauren Irene Maclaren | SVP, FAMILY WEALTH | — |
| Terence James Gliha | PRESIDENT AND CEO; PRESIDENT & CEO | — |
| Peter R Franz | CHIEF INVESTMENT OFFICER | — |
| LIGHTNER DAVID ALAN | CEO; CEO / CCO | — |
| EWASKO JASON MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| MACLAREN LAUREN IRENE | CCO; PARTNER | — |
| GLIHA TERENCE JAMES | PARTNER | — |
| FRANZ PETER R | PARTNER | — |
| HIGGINS ROSEANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298904/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298904/similar
- Related entities: https://search.stillhousedata.com/firm/298904/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298904

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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.