RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Avera, AndrewIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
Avera, Andrew, JacobIPRESIDENTD Control
MCCALL, CHRISTOPHER, RIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control
McCall, Christopher, RobertIPRINCIPAL, CCOC Control

Registrations

Federal

IA
Oct 14, 2025 REGISTERED

Notice Filings (5)

GA IL TN TX UT

Address

300 COLONIAL CENTER PARKWAY
SUITE 100
ROSWELL, GA 30076
United States
Phone: 678-331-7900