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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER | E | Control |
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER | E | Control |
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER | E | Control |
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER | E | Control |
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SENIOR ADVISER | E | Control |
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SENIOR ADVISER | E | Control |
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SENIOR ADVISER | E | Control |
| JUAREZ, ISAI | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SENIOR ADVISER | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
8141 2ND STREETSUITE 545
DOWNEY, CA 90241
United States
Phone: 562-774-5931