JOURNEY BEYOND WEALTH, LLC
Legal name: JOURNEY BEYOND WEALTH
CRD #290367 SEC #801-128161 ROSWELL, GA 678-331-7900
SEC Registered
Total AUM
$226.1M
Discretionary
$226.1M
Employees
5
Clients
51
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $226.1M | $226.1M | $0 | 5 | 0 |
| Jul 2025 | $226.1M | $226.1M | $0 | 5 | 0 |
| Jan 2025 | $226.1M | $226.1M | $0 | 5 | 0 |
| Jan 2025 | $226.1M | $226.1M | $0 | 5 | 0 |
| Mar 2024 | $163.8M | $163.8M | $0 | 5 | 4 |
| Nov 2023 | $142.2M | $142.2M | $0 | 4 | 4 |
| Nov 2023 | $142.2M | $142.2M | $0 | 4 | 4 |
| Jul 2023 | $142.2M | $142.2M | $0 | 4 | 4 |
| May 2023 | $142.2M | $142.2M | $0 | 4 | 4 |
| May 2023 | $142.2M | $142.2M | $0 | 4 | 4 |
DateOct 2025
Total AUM$226.1M
Discretionary$226.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2025
Total AUM$226.1M
Discretionary$226.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$226.1M
Discretionary$226.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$226.1M
Discretionary$226.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients4
DateNov 2023
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees4
Clients4
DateNov 2023
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees4
Clients4
DateJul 2023
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees4
Clients4
DateMay 2023
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees4
Clients4
DateMay 2023
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees4
Clients4