# Journey Beyond Wealth

> 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.

- CRD: 290367
- Filed as: JOURNEY BEYOND WEALTH
- Legal name: Journey Beyond Wealth, LLC
- Also doing business as: JBW
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roswell, GA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290367
- AdvisorCensus page: https://advisorcensus.com/firm/journey-beyond-wealth-roswell-ga-290367

## Quick answers

**How is Journey Beyond Wealth compensated?**
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).

**Where is Journey Beyond Wealth located?**
Journey Beyond Wealth's principal office is in Roswell, GA, according to its Form ADV.

**Is Journey Beyond Wealth registered with the SEC or a state?**
Journey Beyond Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 290367.

**How much does Journey Beyond Wealth manage?**
Journey Beyond Wealth reports $250,267,449 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have Journey Beyond Wealth's assets and staff changed since 2023?**
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.

**What types of clients does Journey Beyond Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (51).

**Which custodians does Journey Beyond Wealth use?**
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.

**Does Journey Beyond Wealth report any disciplinary disclosures?**
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

**What changed in Journey Beyond Wealth's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $250,267,449
- Discretionary: $250,267,449
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $23,917,134 |
| High net worth individuals | 51 | $226,350,315 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, IL, TN, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- journeybeyondwealth.com
- LinkedIn @journey-beyond-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $142,202,932 | 4 | July 10, 2023 |
| October 2024 | $163,755,132 | 5 | March 20, 2024 |
| October 2025 | $226,095,412 | 5 | July 7, 2025 |
| October 2026 | $250,267,449 | 6 | February 6, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

### December 2025
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Journey Beyond Wealth (CRD 290367): Form ADV filing data as of October 2026.