Journey Equity Wealth Management LLC
Journey Equity Wealth Management LLC is an SEC-registered mass-market adviser in Downey, CA with $9.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Journey Equity Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335931, SEC 801-132817, data through 2025-10-31.
- AUM (assets under management / regulatory AUM)
- $9.2M (2025-10-31)
- Firm type
- Mass-Market Adviser
- Location
- Downey, CA
- Employees
- 2
- Clients
- 80
- CRD
- 335931
- Ownership
- JUAREZ, ISAI
How much AUM does Journey Equity Wealth Management LLC have?
Journey Equity Wealth Management LLC reported $9.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-31).
Who owns Journey Equity Wealth Management LLC?
Disclosed owners and executives of Journey Equity Wealth Management LLC include JUAREZ, ISAI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.