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| Happy Holidays!! thanks for using AUM13F!! |
| Journey Strategic Wealth LLC
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| CRD # | 310648 |
| SEC # | 801-119925 |
| CIK # | 0001909316 |
| AUM | $3.8 B (2025-06-25) |
| Employees | 30 (67% Investors, 23% Brokers) |
| Phone | 201-905-0070 |
| Address | 47 Maple Street Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Johnson & Johnson | 1.1 | |
| Apple Inc | 0.2 | |
| Microsoft Corp | 0.1 | |
| Nvidia Corp | 0.0 | |
| PepsiCo Inc | 0.0 | |
| Broadcom Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Facebook Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 580 | 0.2 |
| (b) Individuals (high net worth individuals) | 333 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,304 | 3.8 |
| By Discretionary | ||
| Discretionary | 3,289 | 3.8 |
| Non-Discretionary | 15 | 0.0 |
| Total | 3,304 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 3,304 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909316] | |
| D | [0001909316] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Azimuth Capital Investment Management LLC
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|
MI | 3.8 |
|
IPG Investment Advisors LLC
✚
|
CA | 3.8 |
|
Carlson Capital Management LLC
✚
|
MN | 3.8 |
|
Southstate Advisory Inc
✚
|
SC | 3.8 |
|
Alamo Advisors LP
✚
|
TX | 3.8 |
|
Greenspring Advisors LLC
✚
|
MD | 3.8 |
|
Essex Financial Services Inc
✚
|
CT | 3.8 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.8 |
|
Accredited Investors Inc
✚
|
MN | 3.7 |
|
Botty Investors LLC
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|
FL | 3.7 |