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JOURNEY BEYOND WEALTH

ROSWELL, GA · CRD 290367 · IAPD ↗ · journeybeyondwealth.com · 678-331-7900

$250.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — JOURNEY BEYOND WEALTH notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2025 — JOURNEY BEYOND WEALTH notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — JOURNEY BEYOND WEALTH moved its main office from KENNESAW, GA to ROSWELL, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
February 2025 — JOURNEY BEYOND WEALTH reported RAUM up 38% ($163.8M -> $226.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — JOURNEY BEYOND WEALTH grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.