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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

JOURNEY WEALTH MANAGEMENT

FSM WEALTH ADVISORS, LLC, CRD 298904

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b874250-6c46-7ba7-504e-e4347edbf077

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 11
On other graphs: 0
Observed: Sep 24, 2018 to Mar 30, 2026
27 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $86.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 27
Advisory employees: 17
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 879
Individual clients: 572
High net worth clients: 290
Custody, client assets: $27.3M
SEC number: 801-114180
CRD: 298904
Filings on the tape: 27
First filed: Sep 24, 2018
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, OH
Website: fsmwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAUREN IRENE MACLAREN	Certified Financial Planner	CLEVELAND, OH	7	15	1	no
ANTHONY THOMAS GARGANO	n/a	CLEVELAND, OH	5	14	2	no
PETER R FRANZ	Certified Financial Planner\|Chartered Financial Analyst	CLEVELAND, OH	5	18	8	no
TERENCE JAMES GLIHA	n/a	CLEVELAND, OH	5	12	2	no
AMY LYNNE WHITE	n/a	CLEVELAND, OH	4	22	6	no
NICHOLAS ANTHONY PATERNITI	n/a	CLEVELAND, OH	4	12	3	no
DAVID GEORGE OLSON	Chartered Financial Consultant	CLEVELAND, OH	4	36	6	no
BRYAN JOSEPH COSTIN	Certified Financial Planner	CLEVELAND, OH	4	24	6	no
Michael Ryan Baker	Certified Financial Planner	CLEVELAND, OH	2	16	4	no
JAMES HARMON MYERS	n/a	CLEVELAND, OH	1	25	n/a	no
DANIJEL ROMIC	n/a	CLEVELAND, OH	1	12	2	no
DOUGLAS JAMES AMBROSE	Certified Financial Planner	CLEVELAND, OH	1	25	7	no
KEVIN ALLEN MCPEEK	Certified Financial Planner	CLEVELAND, OH	1	10	1	no
MATTHEW J BURNHAM	n/a	CLEVELAND, OH \| Akron, OH	1	17	3	no
Mitchell X Knotek	n/a	CLEVELAND, OH	0	11	n/a	no
Charles R Hruby	n/a	CLEVELAND, OH	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GLIHA, TERENCE, JAMES	PRESIDENT AND CEO	Na	yes	01/2025	Mar 30, 2026	Mar 30, 2026
JOURNEY WEALTH MANAGEMENT	Owner	E	yes	01/2021	Mar 30, 2026	Mar 30, 2026
FRANZ, PETER, R	Partner	C	yes	01/2021	Feb 12, 2021	Mar 28, 2024
GLIHA, TERENCE, JAMES	Partner	C	yes	01/2021	Feb 12, 2021	Mar 28, 2024
LIGHTNER, DAVID, ALAN	Ceo	E	yes	09/2018	Sep 24, 2018	Mar 28, 2024
MACLAREN, LAUREN, IRENE	Partner	C	yes	01/2021	Mar 27, 2019	Mar 28, 2024
EWASKO, JASON, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	no	01/2024	Mar 30, 2026	Mar 30, 2026
MACLAREN, LAUREN, IRENE	SVP, FAMILY WEALTH	Na	no	01/2025	Mar 30, 2026	Mar 30, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.4B	$1.4B	27	17	1	n/a	n/a
2024	Mar 28, 2025	$941M	$941M	21	14	0	n/a	n/a
2023	Mar 28, 2024	$751M	$751M	18	12	0	n/a	n/a
2022	Mar 16, 2023	$593M	$593M	15	9	0	n/a	n/a
2021	Mar 11, 2022	$387M	$373M	9	5	0	n/a	n/a
2020	Feb 12, 2021	$281M	$281M	8	6	0	n/a	n/a
2019	Mar 19, 2020	$246M	$246M	5	3	0	n/a	n/a
2018	Mar 27, 2019	$214M	$214M	6	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$941M	47.5%	$593M	32.8%	27	21	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEACON FINANCIAL ADVISORY LLC	2	Dec 20, 2022	Aug 29, 2022	CLEVELAND, OH	Team lift out	RIA to RIA	11.1%

Relationships

Registered with (16)

← Charles R HrubyAdvisorregistration: current employment
Nov 28, 2025 to presentfactForm ADV
← Mitchell X KnotekAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← MATTHEW J BURNHAMAdvisorregistration: current employment
Jul 7, 2025 to presentfactForm ADV
← KEVIN ALLEN MCPEEKAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← DOUGLAS JAMES AMBROSEAdvisorregistration: current employment
Jun 16, 2025 to presentfactForm ADV
← JAMES HARMON MYERSAdvisorregistration: current employment
Nov 21, 2024 to presentfactForm ADV
← DANIJEL ROMICAdvisorregistration: current employment
Nov 21, 2024 to presentfactForm ADV
← Michael Ryan BakerAdvisorregistration: current employment
Feb 28, 2024 to presentfactForm ADV
← DAVID GEORGE OLSONAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← BRYAN JOSEPH COSTINAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← NICHOLAS ANTHONY PATERNITIAdvisorregistration: current employment
Aug 15, 2022 to presentfactForm ADV
← AMY LYNNE WHITEAdvisorregistration: current employment
Mar 17, 2022 to presentfactForm ADV
← PETER R FRANZAdvisorregistration: current employment
Feb 3, 2021 to presentfactForm ADV
← TERENCE JAMES GLIHAAdvisorregistration: current employment
Feb 3, 2021 to presentfactForm ADV
← ANTHONY THOMAS GARGANOAdvisorregistration: current employment
Jan 29, 2021 to presentfactForm ADV
← LAUREN IRENE MACLARENAdvisorregistration: current employment
Mar 1, 2019 to presentfactForm ADV

Controls (5)

← LIGHTNER, DAVID, ALANOwnerCEO, ownership code E, individual
Sep 24, 2018 to Mar 28, 2024factForm ADV
← FRANZ, PETER, ROwnerPARTNER, ownership code C, individual
Feb 12, 2021 to Mar 28, 2024factForm ADV
← MACLAREN, LAUREN, IRENEOwnerPARTNER, ownership code C, individual
Mar 27, 2019 to Mar 28, 2024factForm ADV
← GLIHA, TERENCE, JAMESOwnerPARTNER, ownership code C, individual
Feb 12, 2021 to Mar 28, 2024factForm ADV
← JOURNEY WEALTH MANAGEMENTOwnerOWNER, ownership code C, domestic entity
Feb 12, 2021 to Mar 28, 2024factForm ADV

Owns (2)

← EWASKO, JASON, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 2, 2024 to Mar 28, 2024factForm ADV
← MACLAREN, LAUREN, IRENEOwnerPARTNER, ownership code NA, individual
Mar 27, 2019 to Mar 28, 2024factForm ADV

Moved with (1)

← BEACON FINANCIAL ADVISORY LLCRegistered adviser2 advisors, team lift out, same day
Dec 20, 2022 to Aug 29, 2022factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Journey Wealth Management reported RAUM $1.4B, up 47% from $940.7M (2025-07-31 to 2026-03-30)
Form ADVobserved 4 days ago
$447M
Occurred
Mar 28, 2025
Regulatory AUM changed
Journey Wealth Management reported RAUM $940.7M, up 25% from $750.7M (2024-03-28 to 2025-03-28)
Form ADVobserved 4 days ago
$190M
Occurred
Mar 28, 2024
Regulatory AUM changed
Journey Wealth Management reported RAUM $750.7M, up 27% from $593.0M (2024-02-02 to 2024-03-28)
Form ADVobserved 4 days ago
$158M
Occurred
Feb 2, 2024
Control person left
Roseann Higgins (Chief Compliance Officer) no longer on Schedule A of Journey Wealth Management (listed 2023-03-16, absent 2024-02-02)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2023
Regulatory AUM changed
Journey Wealth Management reported RAUM $593.0M, up 53% from $387.2M (2022-11-11 to 2023-03-16)
Form ADVobserved 4 days ago
$206M
Occurred
Dec 20, 2022
Team lift-out
2 advisors left Beacon Financial Advisory LLC (Cleveland, OH) for Journey Wealth Management on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 11, 2022
Regulatory AUM changed
Journey Wealth Management reported RAUM $387.2M, up 38% from $281.2M (2021-10-13 to 2022-03-11)
Form ADVobserved 4 days ago
$106M
Occurred
Oct 13, 2021
Control person joined
Roseann Higgins (Chief Compliance Officer) appeared on Schedule A of Journey Wealth Management
Form ADVobserved 4 days ago
Occurred
Feb 12, 2021
Control person joined
James Terence Gliha (Partner) appeared on Schedule A of Journey Wealth Management
Form ADVobserved 4 days ago
Occurred
Feb 12, 2021
Control person joined
R Peter Franz (Partner) appeared on Schedule A of Journey Wealth Management
Form ADVobserved 4 days ago
Occurred
Sep 24, 2018
First Form ADV filing
Fsm Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b874250-6c46-7ba7-504e-e4347edbf077
First observed: Sep 24, 2018
Last observed: Mar 30, 2026 5 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.

JOURNEY WEALTH MANAGEMENT

FSM WEALTH ADVISORS, LLC, CRD 298904

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b874250-6c46-7ba7-504e-e4347edbf077

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAUREN IRENE MACLAREN

Certified Financial Planner

CLEVELAND, OH

ANTHONY THOMAS GARGANO

n/a

CLEVELAND, OH

PETER R FRANZ

Certified Financial Planner|Chartered Financial Analyst

CLEVELAND, OH

TERENCE JAMES GLIHA

n/a

CLEVELAND, OH

AMY LYNNE WHITE

n/a

CLEVELAND, OH

NICHOLAS ANTHONY PATERNITI

n/a

CLEVELAND, OH

DAVID GEORGE OLSON

Chartered Financial Consultant

CLEVELAND, OH

BRYAN JOSEPH COSTIN

Certified Financial Planner

CLEVELAND, OH

Michael Ryan Baker

Certified Financial Planner

CLEVELAND, OH

JAMES HARMON MYERS

n/a

CLEVELAND, OH

n/a

DANIJEL ROMIC

n/a

CLEVELAND, OH

DOUGLAS JAMES AMBROSE

Certified Financial Planner

CLEVELAND, OH

KEVIN ALLEN MCPEEK

Certified Financial Planner

CLEVELAND, OH

MATTHEW J BURNHAM

n/a

CLEVELAND, OH | Akron, OH

Mitchell X Knotek

n/a

CLEVELAND, OH

n/a

Charles R Hruby

n/a

CLEVELAND, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GLIHA, TERENCE, JAMES

PRESIDENT AND CEO

yes

01/2025

Mar 30, 2026

JOURNEY WEALTH MANAGEMENT

Owner

yes

01/2021

Mar 30, 2026

FRANZ, PETER, R

Partner

yes

01/2021

Feb 12, 2021

Mar 28, 2024

GLIHA, TERENCE, JAMES

Partner

yes

01/2021

Feb 12, 2021

Mar 28, 2024

LIGHTNER, DAVID, ALAN

Ceo

yes

09/2018

Sep 24, 2018

Mar 28, 2024

MACLAREN, LAUREN, IRENE

Partner

yes

01/2021

Mar 27, 2019

Mar 28, 2024

EWASKO, JASON, MICHAEL

CHIEF COMPLIANCE OFFICER

01/2024

Mar 30, 2026

MACLAREN, LAUREN, IRENE

SVP, FAMILY WEALTH

01/2025

Mar 30, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.4B

n/a

2024

Mar 28, 2025

$941M

n/a

2023

Mar 28, 2024

$751M

n/a

2022

Mar 16, 2023

$593M

n/a

2021

Mar 11, 2022

$387M

$373M

n/a

2020

Feb 12, 2021

$281M

n/a

2019

Mar 19, 2020

$246M

n/a

2018

Mar 27, 2019

$214M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$941M

47.5%

$593M

32.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON FINANCIAL ADVISORY LLC

Dec 20, 2022

Aug 29, 2022

CLEVELAND, OH

Team lift out

RIA to RIA

11.1%