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Building 2JOURNEY WEALTH MANAGEMENT

Map pinCLEVELAND, OH
Phone216-468-1333
NotebookSEC #801-114180
Total AUM
$1.4B
Employees
27
Clients
879

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22901 MILLCREEK BLVD.
SUITE 225
CLEVELAND
OH 44122
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
216-468-1333
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
879
Discretionary
$1.4B
Accounts
879
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
572
AUM
$281.4M
HNW Individual Clients
290
AUM
$1.1B
Charitable Organization Clients
6
AUM
$25.6M
Corporation or Business Clients
11
AUM
$23.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNCNYOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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