JOURNEY STRATEGIC WEALTH LLC
CRD #310648 SEC #801-119925 SUMMIT, NJ (201) 905-0070
SEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
Employees
30
Clients
--
Accounts
3,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.8B | $3.8B | $10.7M | 30 | 15 |
| Oct 2025 | $3.8B | $3.8B | $10.7M | 30 | 15 |
| Sep 2025 | $3.8B | $3.8B | $10.7M | 30 | 15 |
| Jun 2025 | $3.8B | $3.8B | $10.7M | 30 | 15 |
| Jun 2025 | $3.8B | $3.8B | $10.7M | 30 | 15 |
| Apr 2025 | $3.8B | $3.8B | $10.7M | 30 | 15 |
| Mar 2025 | $3.8B | $3.8B | $10.7M | 30 | 15 |
| Dec 2024 | $3.1B | $3.1B | $8.2M | 23 | 0 |
| Oct 2024 | $3.1B | $3.1B | $8.2M | 23 | 0 |
| Sep 2024 | $3.1B | $3.1B | $8.2M | 23 | 0 |
| Aug 2024 | $3.1B | $3.1B | $8.2M | 23 | 0 |
| Aug 2024 | $3.1B | $3.1B | $8.2M | 23 | 0 |
| Jun 2024 | $3.1B | $3.1B | $8.2M | 23 | 0 |
| Mar 2024 | $3.1B | $3.1B | $8.2M | 23 | 0 |
| Aug 2023 | $2.7B | $2.7B | $17.3M | 23 | 0 |
| Mar 2023 | $2.7B | $2.7B | $17.3M | 23 | 0 |
| Sep 2022 | $2.6B | $2.6B | $0 | 15 | 0 |
| Sep 2022 | $2.6B | $2.6B | $0 | 15 | 0 |
| Mar 2022 | $2.6B | $2.6B | $0 | 15 | 0 |
| Oct 2021 | $2.2B | $2.2B | $0 | 11 | 0 |
| Sep 2021 | $2.2B | $2.2B | $0 | 11 | 0 |
| Jun 2021 | $2.2B | $2.2B | $0 | 11 | 0 |
| May 2021 | $2.2B | $2.2B | $0 | 11 | 0 |
| Mar 2021 | $0 | $0 | $0 | 11 | 0 |
| Mar 2021 | $0 | $0 | $0 | 11 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$10.7M
Employees30
Clients15
DateOct 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$10.7M
Employees30
Clients15
DateSep 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$10.7M
Employees30
Clients15
DateJun 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$10.7M
Employees30
Clients15
DateJun 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$10.7M
Employees30
Clients15
DateApr 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$10.7M
Employees30
Clients15
DateMar 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$10.7M
Employees30
Clients15
DateDec 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$8.2M
Employees23
Clients0
DateOct 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$8.2M
Employees23
Clients0
DateSep 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$8.2M
Employees23
Clients0
DateAug 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$8.2M
Employees23
Clients0
DateAug 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$8.2M
Employees23
Clients0
DateJun 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$8.2M
Employees23
Clients0
DateMar 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$8.2M
Employees23
Clients0
DateAug 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.3M
Employees23
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$17.3M
Employees23
Clients0
DateSep 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees15
Clients0
DateSep 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees15
Clients0
DateOct 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees11
Clients0
DateSep 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees11
Clients0
DateJun 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees11
Clients0
DateMay 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0