Key facts
- JOURNEY BEYOND WEALTH is a other based in ROSWELL, GA.
- JOURNEY BEYOND WEALTH reports $160K in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 290367- Regulatory AUM
- $160K
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- ROSWELL, GA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as JOURNEY BEYOND WEALTH, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for JOURNEY BEYOND WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is JOURNEY BEYOND WEALTH's AUM?
- JOURNEY BEYOND WEALTH manages approximately $160K in assets.