Journey Strategic Wealth LLC

Journey Strategic Wealth LLC (CRD# 310648) is a financial advisory firm headquartered in Summit, NJ. They manage $3,069,968,934 in 1,898 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
104 Summit Avenue, Summit, NJ 07901
https://journeysw.com
By the Numbers
  • Total Assets Under Management
    3,070
    MILLION
  • Total Number of Accounts
    1,898
    ACCOUNTS
  • Average Account Value
    $1,617,476
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, IL, KS, MA, MN, MO, NC, NE, NJ, NM, NY, OK, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Journey Strategic Wealth LLC
Showing 11 - 12 of 12 top financial advisors.
11
Kevin Rinow, financial advisor Summit NJ
Kevin D. Rinow
CRD#: 5890805
104 Summit Avenue, Summit, NJ 07901

Kevin Rinow (CRD# 5890805) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 12 years of experience in the finance industry.

12
Brett Agnew, financial advisor Summit NJ
Brett T. Agnew
CRD#: 2383018
104 Summit Avenue, Summit, NJ 07901

Brett Agnew (CRD# 2383018) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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