JOURNEY EQUITY WEALTH MANAGEMENT LLC
CRD #335931 SEC #801-132817 DOWNEY, CA 562-774-5931
SEC Registered
Total AUM
$9.2M
Discretionary
$9.2M
Employees
2
Clients
0
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $9.2M | $9.2M | $0 | 2 | 0 |
| Oct 2025 | $9.2M | $9.2M | $0 | 2 | 0 |
| Oct 2025 | $9.2M | $9.2M | $0 | 2 | 0 |
| Sep 2025 | $9.2M | $9.2M | $0 | 2 | 0 |
| Aug 2025 | $9.2M | $9.2M | $0 | 1 | 0 |
| May 2025 | $0 | $0 | $0 | 1 | 0 |
| May 2025 | $0 | $0 | $0 | 1 | 0 |
| Apr 2025 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2025
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2025
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2025
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2025
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0