Journey Beyond Wealth, LLC
● SEC registered since 2023CRD 290367SEC# 801-128161Roswell, GA
Reg. AUM
$250.3M
Employees
6
Accounts
412
Location
Roswell, GA
Journey Beyond Wealth, LLC assets under management
Journey Beyond Wealth, LLC is a registered investment adviser overseen by the SEC based in Roswell, GA. The firm has been registered since 2023. It reports $250.3 million in regulatory assets under management and employs 6 people.
Journey Beyond Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jacob Avera Control | President | 50-75% | 2017 |
| Christopher Robert McCall Control | Principal | 25-50% | 2020 |
| Jessica Blair Stembridge | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Journey Beyond Wealth, LLC manage?
Journey Beyond Wealth, LLC reports $250.3 million in regulatory assets under management on its Form ADV.
How many employees does Journey Beyond Wealth, LLC have?
Journey Beyond Wealth, LLC reports 6 employees.
Where is Journey Beyond Wealth, LLC located?
Journey Beyond Wealth, LLC is based in Roswell, GA and has been SEC-registered since 2023.
Does Journey Beyond Wealth, LLC disclose fund performance?
Journey Beyond Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Colonial Center Parkway, Suite 100, Roswell, GA 30076 |
| Phone | 678-331-7900 |
| Fax | 877-202-2230 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2052989 |
| Discloses disciplinary history | No |
Regulatory AUM
$250.3M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$250.3Mregulatory AUM
Discretionary $250.3M