# JOURNEY STRATEGIC WEALTH LLC — Form D

JOURNEY STRATEGIC WEALTH LLC of SUMMIT, NJ, a company, filed a Form D exempt-offering notice with the SEC on 2023-06-15. The offering totals $4.0M, of which $4.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2023-06-15
- Form: D
- Accession: 0001909316-23-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $4.0M
- Amount sold: $4.0M
- Investors: 1
- Date of first sale: 2023-06-01
- Security types: equity, debt
- Revenue range: Decline to Disclose
- SEC file number: 021-484324

## Issuer

- Name: JOURNEY STRATEGIC WEALTH LLC
- CIK: 0001909316
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2021
- Address: 104 SUMMIT AVENUE, SUMMIT, NJ, 07901
- Phone: (201) 905-0070

## Officers, directors & promoters (6)

| Name | Role | Location |
| --- | --- | --- |
| Charles Britton | Director | SUMMIT, NJ |
| Michael Brown | Director | Malvern, PA |
| Brian Flynn | Director | Waterbury, VT |
| Damian Lo Basso | Director | SUMMIT, NJ |
| Penny Phillips | Director | SUMMIT, NJ |
| Michael Brown | Executive Officer | Malvern, PA |

## More

- [CIK 1909316 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1909316&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001909316-23-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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