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Wealth Manager • Cleveland, United States

Journey Wealth Management

Journey Wealth Management is a wealth manager based in Cleveland, United States, founded in 2018. Verified contact details, AUM data, and investment preferences on FindLPs.

$387M
Assets Under Mgmt
2018
Year Founded
Wealth Manager
Investor Type
Cleveland, United States
Headquarters
About

Journey Wealth Management

Personalized wealth management services to align your wealth and purpose, bring clarity to complexity, and achieve financial independence.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.