FSM WEALTH ADVISORS, LLC
Legal name: JOURNEY WEALTH MANAGEMENT
CRD #298904 SEC #801-114180 CLEVELAND, OH 216-468-1333
SEC Registered
Total AUM
$940.7M
Discretionary
$940.7M
Employees
27
Clients
251
Accounts
545
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EWASKO, JASON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EWASKO, JASON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EWASKO, JASON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EWASKO, JASON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLIHA, TERENCE, JAMES | I | PRESIDENT AND CEO | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIGHTNER, DAVID, ALAN | I | FOUNDER | NA | Control |
| LIGHTNER, DAVID, ALAN | I | FOUNDER | NA | Control |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | CCO | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | PARTNER | NA | |
| MACLAREN, LAUREN, IRENE | I | SVP, FAMILY WEALTH | NA | |
| MACLAREN, LAUREN, IRENE | I | SVP, FAMILY WEALTH | NA | |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO / CCO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO / CCO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| LIGHTNER, DAVID, ALAN | I | CEO | E | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
| JOURNEY WEALTH MANAGEMENT | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| FRANZ, PETER, R | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| GLIHA, TERENCE, JAMES | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
| MACLAREN, LAUREN, IRENE | I | JOURNEY WEALTH MANAGEMENT | C | Control |
Registrations
Federal
IA
Jul 31, 2025 REGISTERED
Notice Filings (7)
CA FL IL NC NY OH TX
Address
22901 MILLCREEK BLVD.SUITE 225
CLEVELAND, OH 44122
United States
Phone: 216-468-1333