Key facts
- It has raised $4.0M across 1 recorded rounds; the latest was Seed Round ($4.0M) in Jun 2023.
- Journey Strategic Wealth has filed 1 Form D with the SEC, most recently Jun 2023 ($4.0M sold to 1 investors).
- Status: Privately Held (no backing).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for Journey Strategic Wealth
Funding rounds
1 roundsAbout Journey Strategic Wealth
Provider of comprehensive financial planning, investment management, and strategic wealth advisory services intended for individuals and families seeking to align their complex financial lives with their personal life goals. The company offers objective advice, risk management, estate planning, retirement income planning and multi-generational planning, enabling clients to streamline complex financial portfolios into a cohesive, goal-oriented strategy.
- Sector
- Financial Services
- HQ
- Summit, NJ, United States
- Employees
- 24
- Website
- journeysw.com/
- Ownership
- Privately Held (no backing)
Journey Strategic Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Journey Strategic Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Journey Strategic Wealth in its N-PORT filings yet. We sweep new filings monthly.