Journey Beyond Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Journey Beyond Wealth reports 109 clients. They include 58 individual clients and 51 high-net-worth individuals. Of its assets, 100.0% ($250M across 412 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 10% |
| High-net-worth individuals | 47% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 58 | $23.9M | 9.6% | $412K |
| High-net-worth individuals | 51 | $226M | 90.4% | $4.44M |
| Total | 109 | $250M | 100% | $2.3M |
- Clients
- 58
- Regulatory AUM
- $23.9M
- AUM share
- 9.6%
- Avg. per client
- $412K
- Clients
- 51
- Regulatory AUM
- $226M
- AUM share
- 90.4%
- Avg. per client
- $4.44M
Total
- Clients
- 109
- Regulatory AUM
- $250M
- AUM share
- 100%
- Avg. per client
- $2.3M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Journey Beyond Wealth is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Family Office Services
- Family Office Services for multi-generational families are priced case by case, and the brochure states no rate.
Andrew Avera owns 50% to 75% of Journey Beyond Wealth. The leadership team of Journey Beyond Wealth includes President Andrew Avera and Chief Compliance Officer Jessica Stembridge. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Journey Beyond Wealth, LLC
Andrew Avera
Control person · since September 2017
- Owns 25% to 50% of Journey Beyond Wealth, LLC
Christopher McCall
Control person · since December 2020
Journey Beyond Wealth’s regulatory assets grew 1.8× from $142M (July 2023) to $250M (February 2026); clients rose from 92 to 109 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $250M | 109 | 6 | 1 |
| Jul 2025July 2025 | $226M | 90 | 5 | 1 |
| Mar 2024March 2024 | $164M | 77 | 5 | 1 |
| Jul 2023July 2023 | $142M | 92 | 4 | 1 |
Besides its headquarters, Journey Beyond Wealth has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 300 Colonial Center Parkway, Suite 100, RoswellHQ
Other business names
Journey Beyond Wealth has reported 1 other business name to the SEC.
- JBW
Contact and registration details
- Legal name
- Journey Beyond Wealth, LLC
- Headquarters
- 300 Colonial Center Parkway, Suite 100, Roswell, GA 30076
- Website
- journeybeyondwealth.com
- Phone
- 678-331-7900
- @journey-beyond-wealth
- SEC file
- 801-128161
- Founded
- 2017
- Structure
- Georgia LLC
- Fiscal year end
- December
Journey Beyond Wealth’s named custodian for separately managed accounts is Charles Schwab ($235M). Journey Beyond Wealth has custody of $199M for 96 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $235M100%
At year end, Journey Beyond Wealth’s separately managed accounts were mostly in stocks (52%) and funds (45%). Its reported 13F holdings for the quarter ended 30 June 2026 total $128M across 30 positions; the largest are Vanguard Index Fds (26.9%), Vanguard Intl Equity Index F (12.5%) and Vanguard Index Fds (7.5%).
What the accounts hold
- Stocks52%
- Funds45%
- Bonds1%
- Cash2%
How many clients does Journey Beyond Wealth have?
Journey Beyond Wealth has 109 clients and manages $250 million for them, as of February 2026. They include 58 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026
What services does Journey Beyond Wealth offer?
Journey Beyond Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Journey Beyond Wealth use?
Journey Beyond Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $235M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 February 2026
How many financial advisors does Journey Beyond Wealth have?
Journey Beyond Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Journey Beyond Wealth invest in?
At the end of its last fiscal year, Journey Beyond Wealth’s separately managed accounts held 52% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Journey Beyond Wealth?
Journey Beyond Wealth’s direct owners are Andrew Avera (50% to 75%) and Christopher McCall (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 February 2026
How does Journey Beyond Wealth get paid?
Journey Beyond Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Journey Beyond Wealth?
Journey Beyond Wealth’s main office is at 300 Colonial Center Parkway, Suite 100, Roswell, GA 30076. Its phone number is 678-331-7900. Its website is journeybeyondwealth.com.