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| Journey Retirement Planning and Investment Management LLC
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|---|---|
| CRD # | 315237 |
| SEC # | 801-122085 |
| CIK # | 0002122180 |
| AUM | $187.3 M (2026-06-05) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 208-552-9169 |
| Address | 3040 E 17th Street Ammon, ID 83406 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.5 | ||
| Tesla Motors Inc | 3.5 | ||
| Amazon Com Inc | 3.5 | ||
| Microsoft Corp | 3.3 | ||
| Facebook Inc | 3.2 | ||
| Alphabet Inc | 3.0 | ||
| Netflix Inc | 2.7 | ||
| Visa Inc | 2.6 | ||
| Alphabet Inc | 2.4 | ||
| Boeing Co | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 603 | 124.3 |
| (b) Individuals (high net worth individuals) | 34 | 63.0 |
| (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 | 1,048 | 187.3 |
| By Discretionary | ||
| Discretionary | 1,048 | 187.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,048 | 187.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.3 | |
| Total | 1,048 | 187.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002122180] |
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|---|---|---|
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RMDR Advisors Inc
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0.2 | |
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EBH Capital Management LLC
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0.2 | |
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Del-Sette Capital Management LLC
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IL | 0.2 |
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KRS Capital Management LLC
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Diamond Client Group LLC
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TX | 0.2 |
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Barden Capital Management Inc
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0.2 | |
|
Sandy Morris Financial & Estate Planning Services LLC
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FL | 0.2 |
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Marsh Wealth Management LLC
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TN | 0.2 |