Journey Beyond Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roswell, GA. Its latest Form ADV filing, dated February 6, 2026, reports $250M in regulatory assets under management, 6 employees, and 412 accounts.
Assets Under Management
$250M
Employees
6
Offices
--
Total Clients
109
Primary office
ROSWELL, GA
300 COLONIAL CENTER PARKWAY, SUITE 100, ROSWELL, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.2% of total clients.
Top client categories% of clientsClients
1
Individuals
53.2%
58
2
HNWI
46.8%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of February 6, 2026
Discretionary100.0%
$250M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$250M
Total Accounts412
10Y AUM Change+$108M (+76.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee18:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.