Journey Beyond Wealth
Journey Beyond Wealth (CRD# 290367) is a financial advisory firm headquartered in Kennesaw, GA. They manage $163,755,132 in 283 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management164MILLION
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Total Number of Accounts283ACCOUNTS
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Average Account Value$578,640
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, TN, TX
Financial Advisors at Journey Beyond Wealth
1
Andrew Avera (CRD# 6867563) is an Investment Advisor Representative working at Journey Beyond Wealth in Kennesaw, GA and has 1 year of experience in the finance industry.
2
Christopher McCall (CRD# 4709839) is an Investment Advisor Representative working at Journey Beyond Wealth in Kennesaw, GA and has over 19 years of experience in the finance industry.
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