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JOURNEY EQUITY WEALTH MANAGEMENT LLC
CRD 335931 · SEC 801-132817
8141 2ND STREET, SUITE 545, DOWNEY, CA, 90241, United States
Phone
562-774-5931
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.5M
Discretionary AUM
$10.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $7.2M |
| High net worth individuals | 10 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD