Journey Beyond Wealth
Journey Beyond Wealth is an SEC-registered wealth manager in Roswell, GA with $250.3M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Journey Beyond Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290367, SEC 801-128161, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $250.3M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- Roswell, GA
- Employees
- 6
- Clients
- 109
- CRD
- 290367
- Ownership
- Avera, Andrew, Jacob; McCall, Christopher, Robert; Stembridge, Jessica, Blair; Avera, Andrew; MCCALL, CHRISTOPHER, R
How much AUM does Journey Beyond Wealth have?
Journey Beyond Wealth reported $250.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Journey Beyond Wealth?
Disclosed owners and executives of Journey Beyond Wealth include Avera, Andrew, Jacob, McCall, Christopher, Robert, Stembridge, Jessica, Blair, Avera, Andrew, MCCALL, CHRISTOPHER, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.