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| Journey Strategic Wealth LLC
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|---|---|
| CRD # | 310648 |
| SEC # | 801-119925 |
| CIK # | 0001909316 |
| AUM | 4,644.6 M (2026-03-19) |
| Employees | 31 (68% Investors, 23% Brokers) |
| Fees | |
| Minimum | |
| Phone | 201-905-0070 |
| Address | 47 Maple Street Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Johnson & Johnson | 1.7 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| World Currency Gold Trust | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 558 | 0.2 |
| (b) Individuals (high net worth individuals) | 392 | 4.4 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,600 | 4.6 |
| By Discretionary | ||
| Discretionary | 3,583 | 4.6 |
| Non-Discretionary | 17 | 0.0 |
| Total | 3,600 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 3,600 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909316] | |
| D | [0001909316] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 (1 non-US) |
| Serves | Institutional, Retail |
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