JOURNEY WEALTH MANAGEMENT of CLEVELAND, OH is an SEC-registered investment adviser (CRD 298904). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |