{
  "crd_number": 290367,
  "slug": "journey-beyond-wealth-roswell-ga-290367",
  "primary_business_name": "JOURNEY BEYOND WEALTH",
  "legal_name": "JOURNEY BEYOND WEALTH, LLC",
  "dbas": [
    "JBW"
  ],
  "city": "Roswell",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-15",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 250267449.0,
  "raum_discretionary": 250267449.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 23917134.0,
      "count": 58
    },
    "high_net_worth_individuals": {
      "raum": 226350315.0,
      "count": 51
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "IL",
    "TN",
    "TX",
    "UT"
  ],
  "websites": [
    "https://journeybeyondwealth.com",
    "https://linkedin.com/company/journey-beyond-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290367",
  "city_as_filed": "ROSWELL",
  "url": "https://advisorcensus.com/firm/journey-beyond-wealth-roswell-ga-290367",
  "display_name": "Journey Beyond Wealth",
  "summary": "Journey Beyond Wealth is an SEC-registered investment advisory firm in Roswell, GA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. Journey Beyond Wealth (CRD 290367): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Journey Beyond Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Journey Beyond Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Journey Beyond Wealth located?",
      "a": "Journey Beyond Wealth's principal office is in Roswell, GA, according to its Form ADV."
    },
    {
      "q": "Is Journey Beyond Wealth registered with the SEC or a state?",
      "a": "Journey Beyond Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 290367."
    },
    {
      "q": "How much does Journey Beyond Wealth manage?",
      "a": "Journey Beyond Wealth reports $250,267,449 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Journey Beyond Wealth's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Journey Beyond Wealth: Regulatory assets under management: $142,202,932 in the October 2023 data and $250,267,449 in the October 2026 data, up 76%. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Journey Beyond Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (51)."
    },
    {
      "q": "Which custodians does Journey Beyond Wealth use?",
      "a": "Journey Beyond Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Journey Beyond Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290367"
    },
    {
      "q": "What changed in Journey Beyond Wealth's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $226,095,412 to $250,267,449 (+11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 142202932.0,
      "total_employees": 4,
      "filing_date": "2023-07-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 163755132.0,
      "total_employees": 5,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 226095412.0,
      "total_employees": 5,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 250267449.0,
      "total_employees": 6,
      "filing_date": "2026-02-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $226,095,412 to $250,267,449 (+11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in IL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/journey-beyond-wealth-roswell-ga-290367.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 58,
      "fewer_than_5": false,
      "raum": 23917134.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 226350315.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290367",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}