JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
AMMON, IDCRD 315237Latest ADV February 12, 2026
Journey Retirement Planning and Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ammon, ID. Its latest Form ADV filing, dated February 12, 2026, reports $187M in regulatory assets under management, 8 employees, and 1,048 accounts.
Assets Under Management
$187M
Employees
8
Offices
--
Total Clients
637
Primary office
AMMON, ID
3040 E 17TH STREET, SUITE 2, AMMON, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.7% of total clients.
Top client categories% of clientsClients
1
Individuals
94.7%
603
2
HNWI
5.3%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of February 12, 2026
Discretionary100.0%
$187M
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$187M
Total Accounts1,048
10Y AUM Change+$187M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee80:1
10Y Employee Change+4 (+100.0%)
* 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.