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| Journey Beyond Wealth LLC
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|---|---|
| CRD # | 290367 |
| SEC # | 801-128161 |
| CIK # | 0002052989 |
| AUM | $226.1 M (2025-07-07) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 678-331-7900 |
| Address | 300 Colonial Center Parkway Roswell, GA 30076 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lockheed Martin Corp | 0.4 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Apple Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 20.0 |
| (b) Individuals (high net worth individuals) | 46 | 206.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 365 | 226.1 |
| By Discretionary | ||
| Discretionary | 365 | 226.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 365 | 226.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 225.8 | |
| Total | 365 | 226.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052989] |
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|---|---|---|
|
Harbor Island Capital LLC
✚
|
MA | 0.2 |
|
Centric Advisors LLC
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|
TX | 0.2 |
|
New England Financial Planning Group LLC
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|
MA | 0.2 |
|
Hoffman Alan Nathan
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|
0.2 | |
|
Alliant Securities Inc
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|
WA | 0.2 |
|
Kristen E Coombs LLC
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|
PA | 0.2 |
|
Summit Wealth Management Group Inc
✚
|
CA | 0.2 |
|
Woodside Wealth Management LLC
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|
MA | 0.2 |
|
Graham Capital Wealth Management LLC
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|
DC | 0.2 |
|
Bradley & Company Private Wealth Management LLC
✚
|
0.2 |