Journey Strategic Wealth LLC
CRD 310648SEC# 801-119925Summit, NJ
No longer SEC-registered. Journey Strategic Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.64B
Employees
31
Accounts
3,600
Location
Summit, NJ
Journey Strategic Wealth LLC assets under management
Journey Strategic Wealth LLC is an SEC-registered investment adviser based in Summit, NJ. It reports $4.6 billion in regulatory assets under management and employs 31 people.
Journey Strategic Wealth LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Petronella Coetzee | Chief Compliance Officer | Under 5% | 2025 |
| Brian R Flynn Control | Managing Partner, Co-Founder, And Financial Advisor | Under 5% | 2020 |
| Journey Strategic Holdings LLC Control | Managing Member | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Journey Strategic Wealth LLC manage?
Journey Strategic Wealth LLC reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Journey Strategic Wealth LLC have?
Journey Strategic Wealth LLC reports 31 employees.
Where is Journey Strategic Wealth LLC located?
Journey Strategic Wealth LLC is based in Summit, NJ.
Does Journey Strategic Wealth LLC disclose fund performance?
Journey Strategic Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 47 Maple Street, Suite 104, Summit, NJ 07901 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$4.64B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$4.64Bregulatory AUM
Discretionary $4.63BNon-discretionary $12M