DBA: JOURNEY WEALTH MANAGEMENT
| Total AUM | $1.39B |
| Discretionary | $1.39B100% of AUM |
| Client Accounts | 879 |
| Avg Account Size | $1.6M |
| Employees | 27 |
| Peak AUM | $1.39BMar 2026 |
Total AUM
$1.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +47.5% | +32.7% | +36.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.39B |
| Discretionary | $1.39B |
| Employees | 27 |
| Client Accounts | 879 |
| Client Range | 251-500 |
Address
22901 MILLCREEK BLVD.
CLEVELAND OH 44122
Phone
216-468-1333
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.4B |
| +47.5% |
| +32.7% |
| +36.9% |
| Total Accounts | 879 | +61.3% | 11.6% | +28.2% |
| Avg Account Size | $2M | 8.6% | +50.2% | +6.8% |
| Employees | 27 | +28.6% | +21.6% | +27.0% |
| AUM / Employee | $51M | +14.7% | +9.1% | +7.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +46.8% | +31.1% | +35.9% | |
| Institutional AUM | $50M | +68.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 572 | +51.7% | +19.6% | +77.4% | |
| Institutional | 17 | +54.5% | — | — | |
| Individuals | 290 | +84.7% | +39.4% | +49.9% | |