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| Keyboard |
| Journey Equity Wealth Management LLC
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|---|---|
| CRD # | 335931 |
| SEC # | 801-132817 |
| CIK # | |
| AUM | 9.2 M (2025-10-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 562-774-5931 |
| Address | 8141 2nd Street Downey, CA 90241 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 6.2 |
| (b) Individuals (high net worth individuals) | 6 | 3.0 |
| (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 | 80 | 9.2 |
| By Discretionary | ||
| Discretionary | 80 | 9.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 9.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 9.0 | |
| Total | 80 | 9.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Paladin Capital LLC
✚
|
MN | 10.0 M |
|
Empiric Institutional LLC
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TX | 9.9 M |
|
Vector Asset Management LLC
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9.5 M | |
|
Alveo Wealth Management LLC
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9.4 M | |
|
Virgo Digital Asset Management Inc
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|
9.4 M | |
|
Maney Wealth LLC
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|
CA | 9.4 M |
|
Pecusavvy Financial LLC
✚
|
TX | 9.1 M |
|
Concreit Fund Management LLC
✚
|
WA | 9.0 M |
|
JPMorgan Wealth Management Solutions Inc
✚
|
NY | 9.0 M |
|
Bluevine Advisory LLC
✚
|
NJ | 8.9 M |