This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$250MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$250M

Private client RAUM

$250MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$62.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

412

Individual clients

58

High net worth clients

51

Custody, client assets

$199M

SEC number

801-128161

CIK

2052989

CRD

290367

Filings on the tape

10

First filed

May 16, 2023

Latest filed

Feb 6, 2026

Organised

Limited Liability Company, GA

Website

journeybeyondwealth.com

• Occurred

  May 16, 2023
  First Form ADV filing

  Journey Beyond Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c0f42fe-9c01-b918-3753-ec17eac9b2a1

First observed

May 16, 2023

Last observed

Feb 6, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.