Journey Wealth Management

Journey Wealth Management (CRD# 298904) is a financial advisory firm headquartered in Cleveland, OH. They manage $750,704,707 in 1,450 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122
http://www.fsmwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    751
    MILLION
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $517,727
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, NC, NY, OH, TX

Financial Advisors at Journey Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Bryan Costin, financial advisor Cleveland OH
Bryan J. Costin
CRD#: 4494532
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

Bryan Costin (CRD# 4494532) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 21 years of experience in the finance industry.

2
Peter Franz, financial advisor Cleveland OH
Peter R. Franz
CRD#: 5399850
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

Peter Franz (CRD# 5399850) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 16 years of experience in the finance industry.

3
Anthony Gargano, financial advisor Cleveland OH
Anthony T. Gargano
CRD#: 6025596
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

Anthony Gargano (CRD# 6025596) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 11 years of experience in the finance industry.

4
Terence Gliha, financial advisor Cleveland OH
Terence J. Gliha
CRD#: 6286392
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

Terence Gliha (CRD# 6286392) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 10 years of experience in the finance industry.

5
David Lightner, financial advisor Cleveland OH
David A. Lightner
CRD#: 4374749
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

David Lightner (CRD# 4374749) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has 1 year of experience in the finance industry.

6
Lauren Maclaren, financial advisor Cleveland OH
Lauren I. Maclaren
CRD#: 5821518
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

Lauren Maclaren (CRD# 5821518) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 12 years of experience in the finance industry.

7
David Olson, financial advisor Cleveland OH
David G. Olson
CRD#: 2242624
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

David Olson (CRD# 2242624) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 31 years of experience in the finance industry.

8
Nicholas Paterniti, financial advisor Cleveland OH
Nicholas A. Paterniti
CRD#: 6818459
22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122

Nicholas Paterniti (CRD# 6818459) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has 1 year of experience in the finance industry.

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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