# JOURNEY EQUITY WEALTH MANAGEMENT LLC

JOURNEY EQUITY WEALTH MANAGEMENT LLC of DOWNEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335931
- Type: SEC-registered investment adviser
- SEC file number: 801-132817
- Location: 8141 2ND STREET, DOWNEY, CA, 90241
- Phone: 562-774-5931
- Latest filing: 2026-03-27
- Regulatory AUM: $10.5M
- Discretionary AUM: $10.5M
- Clients: 2
- Accounts: 106

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Isai Juarez | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SENIOR ADVISER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335931/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335931/similar
- Related entities: https://search.stillhousedata.com/firm/335931/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335931

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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.