# JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 310648
- Type: SEC-registered investment adviser
- SEC file number: 801-119925
- Location: 47 MAPLE STREET, SUITE 104, SUMMIT, NJ, 07901
- Phone: (201) 905-0070
- Latest filing: 2026-03-19
- Regulatory AUM: $4.6B
- Discretionary AUM: $4.6B
- Non-discretionary AUM: $12.0M
- Clients: 31
- Accounts: 3,600

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| brown edward charles | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / MANAGING DIRECTOR & FINANCIAL ADVISOR /  CHIEF COMPLIANCE OFFICER (+4 more) | oakland, CA |
| Amanda Petronella Coetzee | CHIEF COMPLIANCE OFFICER | — |
| Penny Alexandra Phillips | MEMBER, CO-FOUNDER, PRESIDENT; MEMBER / MANAGER | Summit, NJ |
| Michael Charles Brown | MANAGING PARTNER, CO-FOUNDER, AND FINANCIAL ADVISOR; MEMBER / MANAGER | — |
| Brian R Flynn | MANAGING PARTNER, CO-FOUNDER, AND FINANCIAL ADVISOR; MEMBER / MANAGER | — |
| Charles Franklin Britton | MEMBER | — |
| PHILLIPS PENNY ALEXANDRA | MANAGING MEMBER; MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER; MEMBER AND  PRESIDENT (+3 more) | — |
| FLYNN BRIAN R | MANAGING MEMBER; MANAGING MEMBER / MANAGING DIRECTOR & FINANCIAL ADVISOR; MANAGING MEMBER / MANAGING PARTNER & FINANCIAL ADVISOR (+3 more) | — |
| LO BASSO DAMIAN FRANK | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER, CO-FOUNDER, CHIEF EXECUTIVE OFFICER, AND CHIEF OPERATING OFFICER; MANAGING PARTNER, CO-FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BRITTON CHARLES FRANKLIN | MEMBER | — |


## Branch offices (10)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ALAMO | CA | 3 | (415) 840-3099 |
| ALAMO | CA | 3 | (415) 840-3099 |
| RICHMOND | VA | 3 | 804-525-9700 |
| RICHMOND | VA | 3 | 804-525-9700 |
| TAMPA | FL | 2 | 8137204200 |
| ST LOUIS PARK | MN | 2 | 6124129971 |
| TAMPA | FL | 2 | 8137204200 |
| ST LOUIS PARK | MN | 2 | 6124129971 |
| COLORADO SPRINGS | CO | 1 | 7194714774 |
| COLORADO SPRINGS | CO | 1 | 7194714774 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310648/similar
- Related entities: https://search.stillhousedata.com/firm/310648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310648

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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.