DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
J•••••• B••••• W•••••
Legal name J•••••• B••••• W•••••• L••
Latest filing Feb 6, 2026
First filing on the tape May 16, 2023 · 10 filings
SEC status approved since Jun 15, 2023
RAUM
$250M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$250M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$62.6M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$250M as of Feb 6, 2026
Mar 20, 2024$164M then
HNW client RAUM$226M as of Feb 6, 2026
Mar 20, 2024$143M then
State-registered IARs (5.B.3)4 as of Feb 6, 2026
Mar 20, 20243 then
Employees (5.A)6 as of Feb 6, 2026
Mar 20, 20245 then
Private funds: no history
RAUM +11% over the last fiscal yearIARs 3 to 4
Practice profile
derived from the filing of Feb 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $62.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $607,445derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +21%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $199M, 96 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$226M90%
- Individuals$23.9M9.6%
- Individual clients
- 58reported
- HNW clients
- 51reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 412reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $199M for 96 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• J•••• A••••Certified Financial Planner | Roswell, Ga | Nov 17, 2017 | 23 y | 0 |
| C••••••••• R••••• M•••••Certified Financial Planner | Kennesaw, Ga | May 2, 2019 | 22 y | 2 |
| A•••••• D•••••Certified Financial Planner | Roswell, Ga | Jul 11, 2025 | 10 y | 1 |
| P••••• W••••• W•••••Certified Financial Planner | Washington, Il | Oct 21, 2025 | 10 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- P••••• W••••• W••••• from I•• W••••• M••••••••• I•••Oct 21, 2025 · Affiliated broker-dealer or bank to independent RIA
- A•••••• D••••• from V••••••• A•••••••• I•••Jul 11, 2025 · Affiliated broker-dealer or bank to independent RIA
- C••••••••• R••••• M••••• from C••••••••• W••••• A•••••••• L••May 2, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••• A•••••• J•••• · Presidentcontrolsince 09/2017 · owns 50% to 75%
- M•••••• C••••••••• R••••• · Principal, Ccocontrolsince 12/2020 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Roswell, Ga · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Feb 6, 2026custody of client assets (Item 9.A): no on the filing of 2025-10-14, yes on the filing of 2026-02-06peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 365 to 412Oct 14, 2025 to Feb 6, 2026
- Advisory employees · 4 to 5Oct 14, 2025 to Feb 6, 2026
- HNW clients · 46 to 51Oct 14, 2025 to Feb 6, 2026
- Individual clients · 44 to 58Oct 14, 2025 to Feb 6, 2026
- Assets in custody · $96.6M to $199MOct 14, 2025 to Feb 6, 2026
- Custody of client assets · false to trueOct 14, 2025 to Feb 6, 2026
- Employees · 5 to 6Oct 14, 2025 to Feb 6, 2026
- State-registered IARs · 3 to 4Oct 14, 2025 to Feb 6, 2026
- Discretionary RAUM · $226M to $250MOct 14, 2025 to Feb 6, 2026
- HNW RAUM · $206M to $226MOct 14, 2025 to Feb 6, 2026
- Individual RAUM · $20.0M to $23.9MOct 14, 2025 to Feb 6, 2026
- RAUM · $226M to $250MOct 14, 2025 to Feb 6, 2026
- Financial planning clients · 51-100 to 51-100Jan 31, 2025 to Jul 7, 2025
- Accounts · 283 to 365Mar 20, 2024 to Jan 31, 2025
- Advisory employees · 5 to 4Mar 20, 2024 to Jan 31, 2025
- HNW clients · 32 to 46Mar 20, 2024 to Jan 31, 2025
- Individual clients · 45 to 44Mar 20, 2024 to Jan 31, 2025
- Assets in custody · $113M to $96.6MMar 20, 2024 to Jan 31, 2025
- HQ city · KENNESAW to ROSWELLMar 20, 2024 to Jan 31, 2025
- Legal name · AVERA WEALTH ADVISORS, LLC to J•••••• B••••• W•••••• L••Mar 20, 2024 to Jan 31, 2025
- Discretionary RAUM · $164M to $226MMar 20, 2024 to Jan 31, 2025
- HNW RAUM · $143M to $206MMar 20, 2024 to Jan 31, 2025
- Individual RAUM · $21.2M to $20.0MMar 20, 2024 to Jan 31, 2025
- RAUM · $164M to $226MMar 20, 2024 to Jan 31, 2025
- Accounts · 258 to 283Nov 17, 2023 to Mar 20, 2024
- Advisory employees · 3 to 5Nov 17, 2023 to Mar 20, 2024
- HNW clients · 29 to 32Nov 17, 2023 to Mar 20, 2024
- Individual clients · 63 to 45Nov 17, 2023 to Mar 20, 2024
- Assets in custody · $54.0M to $113MNov 17, 2023 to Mar 20, 2024
- Employees · 4 to 5Nov 17, 2023 to Mar 20, 2024
- Discretionary RAUM · $142M to $164MNov 17, 2023 to Mar 20, 2024
- HNW RAUM · $122M to $143MNov 17, 2023 to Mar 20, 2024
- Individual RAUM · $20.1M to $21.2MNov 17, 2023 to Mar 20, 2024
- RAUM · $142M to $164MNov 17, 2023 to Mar 20, 2024
- Assets in custody · $119M to $54.0MNov 15, 2023 to Nov 17, 2023
- Assets in custody · unset to 119244400.0Jul 10, 2023 to Nov 15, 2023
Signals
1 dated events
- J•••••• B••••• W••••• filed its initial SEC registration (Form ADV)May 16, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- t•••@j•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 678-331-7900reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/journey-beyond-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- j•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-331-7900reportedpublic record, Form ADV, Feb 6, 2026
- Contact form
- j•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- j•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $62.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026