Be advised. This firm is no longer registered.

Journey Wealth Management Advisors, LLC

Journey Wealth Management Advisors, LLC (CRD# 162412) is a financial advisory firm headquartered in Manteca, CA. They manage $11,735,233 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
903 W. Center Street, Suite #7, Manteca, CA 95337
https://www.facebook.com/journeywealthmanagement/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $148,547
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Journey Wealth Management Advisors, LLC
No Advisor Found.

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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