JOURNEY EQUITY WEALTH MANAGEMENT LLC of DOWNEY, CA is an SEC-registered investment adviser (CRD 335931). Regulatory assets under management: $10.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Isai Juarez | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SENIOR ADVISER | — |