Key facts
- JOURNEY STRATEGIC WEALTH LLC is a other based in SUMMIT, NJ.
- JOURNEY STRATEGIC WEALTH LLC reports $7.5M in regulatory assets under management, per its SEC Form ADV (2025-11).
Registered with the SEC
Form ADV · 2025-11 · CRD 310648- Regulatory AUM
- $7.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 30
- Registered office
- SUMMIT, NJ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for JOURNEY STRATEGIC WEALTH LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is JOURNEY STRATEGIC WEALTH LLC's AUM?
- JOURNEY STRATEGIC WEALTH LLC manages approximately $7.5M in assets.