SEC Form ADV

JOURNEY WEALTH MANAGEMENT

Registered Investment AdviserOH
$1.4B
Assets Under Management
879
Total Clients
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Registration Details

Accession
CRD-298904
Location
CLEVELAND, OH
Filing Date
March 30, 2026
AUM
$1.4B
Total Clients
879
Amendment
No

About this Adviser

JOURNEY WEALTH MANAGEMENT is a registered investment adviser headquartered in CLEVELAND, OH, managing approximately $1.4B in assets across 879 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.