JOURNEY ASSET MANAGEMENT LLC

JOURNEY ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 334855). Regulatory assets under management: $556K.

Registration

• CRD: 334855
• Type: Registered investment adviser
• Phone: 843-779-7971
• Latest filing: 2026-02-12
• Regulatory AUM: $556K
• Discretionary AUM: $556K
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334855 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search