Journey Wealth Management
Cleveland, OH·SEC-registered · CRD #298904
Journey Wealth Management is an SEC-registered investment advisory firm in Cleveland, OH managing $1.4B across 879 client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
879
Advisory staff
17
Fee model
Fee-based
How Journey Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Journey Wealth Management
How much does Journey Wealth Management manage?
Per its most recent SEC Form ADV filing (03/30/2026), Journey Wealth Management reports $1.4B in regulatory assets under management across roughly 879 client accounts.
How does Journey Wealth Management charge?
Journey Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Journey Wealth Management a fiduciary?
Yes. Journey Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #298904), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Journey Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Journey Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Journey Wealth Management's public SEC Form ADV filing (CRD #298904, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Journey Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Journey Wealth Management? Claim this profile.